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Senior Vice President, Wealth Management, UBS Financial Services Inc.
As an advisor with UBS in New York City, Jason helps families and businesses plan their future and manage their assets accordingly. In this current role, he calls on his experience as an equity research analyst and corporate investment planner. He was in the strategic planning group at Reuters in New York City and was an analyst for local investment banks in Santiago, Chile, and Quito, Ecuador.
Over the years, Jason has also involved himself in various entrepreneurial and philanthropic projects, such as helping to grow a niche clothing company, a textile design firm, and a digital printing business, as well as developing and hosting a fundraising event for the Gowanus Canal Conservancy in Brooklyn.
Jason holds an MBA in finance and management from Columbia University and a BA in English literature from Emory University. He lives in Brooklyn with his wife and two children and is an avid tennis player, reader, and cook.