He supports Ongoza, a charitable foundation helping to accelerate entrepreneurship in Kenya. Registered States: Senior Vice President - Wealth Management See the complete profile on LinkedIn and discover Jordan’s connections and jobs at similar companies. Private Wealth AdvisorSenior Portfolio Manager
Senior Portfolio Manager, UBS Portfolio Management Program, B.S., economics and journalism, Northwestern University. Head offices in Switzerland, maps, directions Bahnhofstr.
Alli is a proud working mother of two boys. Box, CH-4051 Basel, Tel.
Jordan Hayes. The Phillips Hayes Group is a UBS Financial Services Team located in Los Angeles, CA.
Senior Vice President - Wealth Management Miguel is a member of the Economic Club of New York. Alli is a truly consistent voice for women in business and life, girl empowerment and gender equality. Jess is a client service associate responsible for account maintenance, client on-boarding, team administration, and supporting private wealth advisors with client relationship management. His areas of focus include managing multi-asset class portfolios, tax-aware investing, advising on trust and estate planning strategies, pre-transaction planning, and wealth structuring.
She is truly a relationship-builder whose service to clients goes above and beyond. View Jordan Hayes’ profile on LinkedIn, the world’s largest professional community. “Every family is different but there are often common challenges — it's very rewarding to be able to share thoughtful strategies that make a real difference in our clients' lives.”. Executive Director, J.P. Morgan Private Bank, Executive Director, Morgan Stanley (London), B.S., Georgetown University, School of Foreign Service, Series 7, 66, 63 and 24 securities licenses. Private Wealth AdvisorPortfolio Manager
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, TX, UT, VA, WA, WY, Passionately committed to holistic advice, service and results, Guiding families with experience, perspective, and market insights, Providing thoughtful advice and tailored solutions, Online Services (US Client Account Access), Managing Director, J.P. Morgan Private Bank, Structured Equity Sales (OTC derivatives, hedge funds), Lehman Brothers, Forbes Best-In-State Wealth Advisors, 2019, Working Mother Magazine, 2018 Top Wealth Advisor Mom, M.B.A., finance, and international business, NYU School of Business, B.S., economics and Spanish, University of Michigan. Her philanthropic pursuits reflect all of the above including support for Girl Rising and Friends of Hudson River Park. She enjoys family, as well as the Spanish language, culture and music. For the last 11 years, Miguel has advised families on how to navigate the complex issues of wealth — from investing through market cycles, to how best to transfer assets to the next generation, to the challenge of instilling lasting family values. View Jordan Hayes’ profile on LinkedIn, the world's largest professional community. He is a foodie and can often be found enjoying a meal at the James Beard House.
Registered States: 212-821-7137. New York City Metropolitan Area. Senior Registered Client Service Associate, Merrill Lynch, Summer Associate, UBS Private Wealth Management. She is responsible for client service, trade execution, on-boarding, account maintenance and team administration. UBS Financial Services Inc.2000 Avenue of the Stars7th Floor NorthLos Angeles, CA 90067. 212-821-7141. Private Wealth Advisor 45, P.O. View Jordan Frye AWMA®’s profile on LinkedIn, the world's largest professional community. Box, CH-8098 Zurich, Tel. The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. He also advises clients on estate planning strategies and philanthropic endeavors. You are free to change your cookies' settings in the privacy settings. View Jordan Hayes’ profile on LinkedIn, the world’s largest professional community.
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