Jonathan Adamsky
Advising an Exclusive Group of High Achieving Business People
- Role
- Managing Director - Private Wealth Management at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jonathan Adamsky
J2 Wealth Management Group helps an exclusive group of high achieving business people get in the zone by removing the financial burdens of complex wealth that get in the way of doing what they are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Managing Director - Private Wealth Management
Nov 2008 — Present
Skills
- Finance
- Investment Advisory
- Strategic Financial Planning
- Wealth Management
- Series 7
- Asset Management
- Asset Allocation
- Retirement Planning
- Investments
- Series 63
- Portfolio Management
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