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:
Associate Director
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:
Associate Director
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:
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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