Jon S.
Investment Management at UBS Private Wealth Management
- Role
- Investment Management at UBS
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jon S.
Investment advisor for wealthy families, individuals and institutions (foundations and endowments). Focus on strategic and tactical asset allocation, implementation guidance and ongoing risk management. Offering a full array of wealth management services, including private banking and trust and estate services.
Experience
Investment Management
Mar 2023 — Present · Houston, TX, US
Education
Tulane University - A.B. Freeman School of Business
MBA
The University of Texas at Austin
BS
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