Jason is the Division Director responsible for the Northeast United States. He serves as Chairman of the Private Bank and oversees UBS Canada.

He is a Group Managing Director, and a member of the Wealth Management Americas Executive Committee and Americas Operating Committee.

Experience

Jason leads a Wealth Management business of more than 1,500 advisors managing client assets in excess of $250 billion. He has held a variety of leadership positions in his more than 20 years at UBS, working with individual, institutional and corporate clients. Jason started his management career as a branch manager in Wayzata, MN, which was followed by leading the firm's most productive office in New York City. He then served as the Regional Director for the New York Metropolitan region, and later as the Divisional Director for the Eastern United States. Jason has extensive experience with sophisticated clients, as he previously led Private Wealth Management focused on clients with investable assets of at least $25 million. Prior to his current role, he was responsible for the domestic Wealth Management Advisor Group for the United States, leading the business to record market share and industry leading financial advisor productivity. His leadership of both U.S. and International businesses leverages the global resources and capabilities of UBS to provide tailored solutions for clients.

Education

Jason received his Bachelor of Science in Business Administration from the University of Richmond and his MBA from Columbia University.

Personal

Jason and his wife Marla live in Connecticut, and have three daughters.