Managing Director–Wealth Management
Financial Advisor
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.
Managing Director–Wealth Management
Financial Advisor
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.
Senior Wealth Strategy Associate
Certified Divorce Financial Analyst
Credentials
Senior Wealth Strategy Associate
Certified Divorce Financial Analyst
Credentials
Authorized Officer
Senior Wealth Strategy Associate
Experience
Jake's first experience with UBS was an internship during summer in college at our Portland, ME branch. After graduating from Trinity college he moved to New York City to join UBS in the Financial Advisor Development Program. Upon graduating from the Development Program he worked in the firm’s Institutional Advisory Group for four years during which time he obtained his CERTIFIED FINANCIAL PLANNER®, certification. In that role he was a Financial Advisor and Corporate Stock Benefit Consultant working with Directors and Executives of the firm’s corporate clients in the equity award space. He moved to the South Burlington Branch in 2024.
Degree
Bachelor of Arts – Economics, Trinity College
Minor in Formal Organizations, Fast Track in Entrepreneurial Studies, Trinity College
Tuck Business Bridge Program at Dartmouth
Personal
Jake was on the Track and Field team at Trinity for four years.
Jake enjoys golfing, fishing and most things outdoors.
He lives in South Burlington with his wife, Eliza.
Authorized Officer
Senior Wealth Strategy Associate
Experience
Jake's first experience with UBS was an internship during summer in college at our Portland, ME branch. After graduating from Trinity college he moved to New York City to join UBS in the Financial Advisor Development Program. Upon graduating from the Development Program he worked in the firm’s Institutional Advisory Group for four years during which time he obtained his CERTIFIED FINANCIAL PLANNER®, certification. In that role he was a Financial Advisor and Corporate Stock Benefit Consultant working with Directors and Executives of the firm’s corporate clients in the equity award space. He moved to the South Burlington Branch in 2024.
Degree
Bachelor of Arts – Economics, Trinity College
Minor in Formal Organizations, Fast Track in Entrepreneurial Studies, Trinity College
Tuck Business Bridge Program at Dartmouth
Personal
Jake was on the Track and Field team at Trinity for four years.
Jake enjoys golfing, fishing and most things outdoors.
He lives in South Burlington with his wife, Eliza.
Senior Registered Client Associate
Senior Registered Client Associate
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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