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:
Registered Client Associate
Justin is committed to forming genuine, personal connections with our clients. He builds long term relationships with our clients and their families. He is passionate about helping our clients reach their personal and financial goals and building their own legacy.
He became a member of New Columbia Advisors in 2024 and now supports individuals and families with portfolio management, investment solutions, and wealth planning needs. Justin is very detail oriented and proactive, helping ensure clients receive responsive and thoughtful service. He holds a B.S. in Communications from Syracuse University and his Series 7 and 66 securities licenses.
Justin is originally from Montville, NJ. He now lives with his wife in New York City. He is an avid sports fan, and his hobbies include playing and watching sports, trying new food, and traveling.
Registered Client Associate
Justin is committed to forming genuine, personal connections with our clients. He builds long term relationships with our clients and their families. He is passionate about helping our clients reach their personal and financial goals and building their own legacy.
He became a member of New Columbia Advisors in 2024 and now supports individuals and families with portfolio management, investment solutions, and wealth planning needs. Justin is very detail oriented and proactive, helping ensure clients receive responsive and thoughtful service. He holds a B.S. in Communications from Syracuse University and his Series 7 and 66 securities licenses.
Justin is originally from Montville, NJ. He now lives with his wife in New York City. He is an avid sports fan, and his hobbies include playing and watching sports, trying new food, and traveling.
Registered Client Associate
Elizabeth joined UBS in 2025 following her graduation from Washington and Lee University, where she studied Mathematics and Data Science. During her time at W&L, she competed on the University’s Varsity Equestrian team and Club Squash team. Elizabeth takes an attentive approach and invests time upfront to truly understand each client’s unique needs. She works diligently to deliver an excellent client experience and assists with investment strategies, portfolio management, and financial reporting. She holds the Series 7 and 66 licenses.
Outside of work, Elizabeth enjoys participating on her alma mater's Alumni Admissions Committee, tutoring students in mathematics, and trying new restaurants in New York.
Registered Client Associate
Elizabeth joined UBS in 2025 following her graduation from Washington and Lee University, where she studied Mathematics and Data Science. During her time at W&L, she competed on the University’s Varsity Equestrian team and Club Squash team. Elizabeth takes an attentive approach and invests time upfront to truly understand each client’s unique needs. She works diligently to deliver an excellent client experience and assists with investment strategies, portfolio management, and financial reporting. She holds the Series 7 and 66 licenses.
Outside of work, Elizabeth enjoys participating on her alma mater's Alumni Admissions Committee, tutoring students in mathematics, and trying new restaurants in New York.
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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