James is the Head of the Business Owner Client Segment within the Strategic Client Segments team, taking the role at its creation in 2018. James has been with UBS since 2006 where he has worked in the WMA Banking Group to build banking, cash, and lending solutions that meet the needs of High Net Worth and Ultra High Net Worth individuals and the Financial Advisors that support them. James has driven and executed strategies to expand securities-based lending, develop a proprietary credit card tailored to UBS’s unique client base, and from 2016-2018, helped to manage UBS’s more than $60 billion deposit platform. As the Head of the Business Owner Segment, James focuses on assisting Financial Advisors in bringing the resources and capabilities of UBS to bear in order to provide comprehensive services and advice to business owners.
James holds a BS in Finance and Economics from New York University’s Stern School of Business. Outside of UBS, James is a member of the board of directors for the Bronx Academy of Letters Foundation, supporting a public grammar school in the poorest congressional district in the US, and enjoys experiencing travel and cultures different from his own. He also holds FINRA Series 7 license and Certified Exit Planning Advisor® (CEPA) credential.