Financial Advisor Jason L. Zachter joins UBS in New York City
UBS Wealth Management has announced the appointment of Jason L. Zachter as Managing Director and Financial Advisor in their Manhattan office. Zachter, who joins from Morgan Stanley, brings over a decade of experience in wealth management and will be based at the firm's 1285 Avenue of the Americas office. He specializes in serving business owners, attorneys, corporate executives, and financial professionals with a focus on goal-based wealth management strategies including retirement planning, risk management, and legacy building. Zachter holds an MBA in Finance from Baruch College and will report to Market Director Neal Cooper.
UBS Wealth Management ha annunciato la nomina di Jason L. Zachter come Direttore Generale e Consulente Finanziario nel loro ufficio di Manhattan. Zachter, che proviene da Morgan Stanley, porta con sé oltre un decennio di esperienza nella gestione patrimoniale e sarà basato presso l'ufficio dell'azienda al 1285 Avenue of the Americas. Si specializza nel servire proprietari di imprese, avvocati, dirigenti aziendali e professionisti finanziari, con un focus su strategie di gestione patrimoniale orientate agli obiettivi, tra cui pianificazione della pensione, gestione del rischio e costruzione di un'eredità. Zachter ha conseguito un MBA in Finanza al Baruch College e riporterà al Direttore di Mercato Neal Cooper.
UBS Wealth Management ha anunciado el nombramiento de Jason L. Zachter como Director General y Asesor Financiero en su oficina de Manhattan. Zachter, que se une desde Morgan Stanley, aporta más de una década de experiencia en gestión de patrimonio y estará basado en la oficina de la firma en el 1285 Avenue of the Americas. Se especializa en atender a propietarios de negocios, abogados, ejecutivos corporativos y profesionales financieros, con un enfoque en estrategias de gestión patrimonial basadas en objetivos, que incluyen planificación de jubilación, gestión de riesgos y construcción de legado. Zachter tiene un MBA en Finanzas de Baruch College y reportará al Director de Mercado Neal Cooper.
UBS 자산 관리는 제이슨 L. 재크터를 맨해튼 사무소의 전무이사 겸 재무 고문으로 임명했다고 발표했습니다. 재크터는 모건 스탠리에서 합류하며, 10년 이상의 자산 관리 경험을 지니고 있으며, 회사의 1285 애비뉴 오브 더 아메리카스 사무소에서 근무할 예정입니다. 그는 비즈니스 소유자, 변호사, 기업 경영진 및 재무 전문가를 대상으로 한 목표 기반 자산 관리 전략, 은퇴 계획, 위험 관리 및 유산 구축에 중점을 둡니다. 재크터는 바루크 대학에서 금융학 석사(MBA)를 취득했으며, 시장 디렉터인 닐 쿠퍼에게 보고할 예정입니다.
UBS Wealth Management a annoncé la nomination de Jason L. Zachter en tant que Directeur Général et Conseiller Financier dans leur bureau de Manhattan. Zachter, qui vient de Morgan Stanley, apporte plus d'une décennie d'expérience dans la gestion de patrimoine et sera basé au bureau de la firme 1285 Avenue of the Americas. Il se spécialise dans le service aux propriétaires d'entreprises, avocats, dirigeants d'entreprise et professionnels de la finance avec un accent sur des stratégies de gestion de patrimoine basées sur des objectifs, y compris la planification de la retraite, la gestion des risques et la construction d'un héritage. Zachter détient un MBA en Finance du Baruch College et fera rapport au Directeur de Marché Neal Cooper.
UBS Wealth Management hat die Ernennung von Jason L. Zachter zum Managing Director und Finanzberater in ihrem Büro in Manhattan bekannt gegeben. Zachter, der von Morgan Stanley kommt, bringt über ein Jahrzehnt an Erfahrung in der Vermögensverwaltung mit und wird im Büro der Firma in der 1285 Avenue of the Americas tätig sein. Sein Schwerpunkt liegt auf der Beratung von Geschäftsinhabern, Rechtsanwälten, Unternehmensleitern und Finanzprofis, wobei der Fokus auf zielorientierten Vermögensverwaltungsstrategien wie Altersvorsorgeplanung, Risikomanagement und Vermögensbildung liegt. Zachter hat einen MBA in Finanzen von der Baruch College und wird an Marktleiter Neal Cooper berichten.
- Strategic hire of experienced Managing Director from competitor Morgan Stanley
- Expansion of wealth management capabilities in key New York market
- None.
“On behalf of UBS, I’m excited to welcome Jason to the firm,” said Kellie Brady, Market Director of the 1285 Avenue of the
Jason joins UBS from Morgan Stanley, and brings a focus on serving the unique wealth management needs of business owners, attorneys, corporate executives, and financial professionals. Adopting a client-centered approach, he assists clients in navigating complex financial decisions by balancing professional and personal goals. His focus extends beyond portfolio management; Jason believes in goal-based wealth management strategies that encompass retirement planning, risk management, and legacy building. By helping clients align their financial plans with their life ambitions, Jason empowers them to pursue meaningful, long-term goals with confidence.
Outside of work, Jason is deeply committed to philanthropy and service. He is involved in multiple organizations and sits on various non-profit boards benefitting his local community. Jason received his MBA with a concentration in Finance from Baruch College. Aside from his work and community endeavors, Jason’s greatest and proudest moments are spent with his wife and children.
Notes to Editors
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Media Contact:
Christina Aquilina
Christina.aquilina@ubs.com
Source: UBS
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