Managing Director–Wealth Management
Financial Advisor
Portfolio implementation, analysis and risk management
Within New Columbia Advisors practice, James focuses primarily on investment strategy. He understands that his clients have spent considerable time and effort building their wealth. He and his team take their responsibility to help grow, preserve and pass on that wealth very seriously. They have built meaningful relationships with clients and their family members through many years of consistent communication.
“You can’t go back and change the beginning, but you can start where you are and change the ending.”
— C.S. Lewis
Previous Experience
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Financial Advisor
Portfolio implementation, analysis and risk management
Within New Columbia Advisors practice, James focuses primarily on investment strategy. He understands that his clients have spent considerable time and effort building their wealth. He and his team take their responsibility to help grow, preserve and pass on that wealth very seriously. They have built meaningful relationships with clients and their family members through many years of consistent communication.
“You can’t go back and change the beginning, but you can start where you are and change the ending.”
— C.S. Lewis
Previous Experience
Life
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Wealth Strategy Associate
Investment management, analytics, and portfolio support
Although his team is truly collaborative in their work with clients, Patrick focuses on aligning appropriate investment strategies with his clients’ goals. His primary responsibilities support the team’s investment management processes, including asset allocation, portfolio construction, and portfolio review and analytics.
“I believe the best advice comes from learning all we can about you first, then working with a variety of internal resources and partners who help inform portfolio recommendations tailored to client needs.”
— Patrick Kenny
Previous Experience
Life
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Wealth Strategy Associate
Investment management, analytics, and portfolio support
Although his team is truly collaborative in their work with clients, Patrick focuses on aligning appropriate investment strategies with his clients’ goals. His primary responsibilities support the team’s investment management processes, including asset allocation, portfolio construction, and portfolio review and analytics.
“I believe the best advice comes from learning all we can about you first, then working with a variety of internal resources and partners who help inform portfolio recommendations tailored to client needs.”
— Patrick Kenny
Previous Experience
Life
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Service defined by integrity and communication
Maggie is the point person for her team and focuses on client relationship-building and service. Maggie collaborates with her team on portfolio management, performance reporting and helping find solutions to help meet clients’ needs. She is also responsible for coordinating marketing, communications and events. If clients have a concern or question, Maggie is on top of it.
“Kites rise highest against the wind, not with it.”
— Winston S. Churchill
Previous Experience
Life
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Financial Advisor
Service defined by integrity and communication
Maggie is the point person for her team and focuses on client relationship-building and service. Maggie collaborates with her team on portfolio management, performance reporting and helping find solutions to help meet clients’ needs. She is also responsible for coordinating marketing, communications and events. If clients have a concern or question, Maggie is on top of it.
“Kites rise highest against the wind, not with it.”
— Winston S. Churchill
Previous Experience
Life
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Head of Family and Philanthropy Advisory
Executive Director
Head of Advanced Planning
Managing Director
Head of Tailored Lending East
Executive Director
Senior Wealth & Tax Strategist
Executive Director
Advanced Planning/Family Office Solutions Group
Executive Director
Philanthropy Advisory Group/Family Office Solutions Group
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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