Experience Makes all the difference

The Lansing Hutcheon Wealth Management team focuses their energy and resources on providing guidance and asset management to not for profit organizations, family foundations, and community minded individuals.

We will partner with you and your organization to create a fully integrated plan for managing wealth.  Backed by the broadest selection of resources from within UBS and our external partners, we will help you explore opportunities to grow and protect your wealth and prepare for any potential obstacles as we work together over time.

John Edward Lansing

Vice President - Wealth Management
Portfolio Manager
561-659-9596
jack.lansing@ubs.com

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Jack is the managing partner and co-founder of the Lansing Hutcheon Wealth Management Group. The team focuses on providing guidance and asset management to individual clients, family foundations and not for profit organizations.  Jack works one on one with individuals and organizations to help design personalized financial strategies.  For individual clients, especially those who are nearing or newly retired, this often includes restructuring portfolios to maximize sustainable income.  For not for profit organizations, this may require a complete capital structure analysis to make the most of every financial asset.  In every case, there is consideration given to sustainable and mission based investing.

Jack Lansing is a Vice President of Wealth Management and Portfolio Manager at UBS Financial Services Inc. in West Palm Beach, Florida.  He has been a leader in the financial services community in Palm Beach County for 30 years.

Jack has a Bachelor of Science Degree from St. Lawrence University and holds a Master's Degree from Indiana University.  He holds the FINRA Series 7 and Series 63 securities licenses as well as licenses for life, health and variable annuities.

Lansing Hutcheon Wealth Management joined UBS Financial Services Inc. in 2011 after a 25 year history at Merrill Lynch.

In addition to his professional pursuits, Jack is an active volunteer and philanthropist in the community.

Jack Lansing is the current Board President of St. George's Center Inc., a feeding program in Riviera Beach, Florida.  He is an active member of the West Palm Beach Rotary and Leadership Palm Beach County.  Jack is passionate about education, ending hunger and environmental issues.

Jack is a frequent guest on WPTV Channel 5's "Healthy, Wealthy and Wise" segments on Monday mornings.  He and his wife Kim Lansing reside in West Palm Beach, Florida.  They have two sons.  John is a graduate of University of Florida and Peter is a graduate of University of Central Florida.


Registered States:
CA, CT, DC, FL, GA, KY, MA, MD, MI, MN, NH, NY, PA


Susan Jane Hutcheon

Account Vice President
Portfolio Manager
561-659-9613
susan.hutcheon@ubs.com

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Sue Hutcheon is a managing partner and co-founder of the Lansing Hutcheon Wealth Management Group at UBS. The team focuses their energy and resources on providing guidance and asset management to community minded individuals, family foundations and not for profit organizations.  As the team manager, Sue is responsible for the illustration and implementation of financial strategies for our clients. During the design phase she works to illustrate the outcomes of various custom financial strategies prepared for client consideration. This often involves multiple reports illustrating sequences of investment returns and detailed cash flow analysis.  Once the final strategy has been approved, Sue oversees the implementation process from start to finish. She is responsible for ongoing portfolio maintenance and client reviews. In every case, her attention to detail builds complete understanding to the strategy being implemented.

Susan Hutcheon is an Account Vice President and Portfolio Manager at UBS Financial Services in West Palm Beach, Florida. She has a Bachelor of Science Degree from Northeastern University. She holds a FINRA Series 7 and Series 63 securities licenses as well as licenses for life, health and variable annuities.

Lansing Hutcheon Wealth Management joined UBS Financial Services Inc. in 2011 after a 25 year engagement at Merrill Lynch.

In addition to her professional pursuits, Sue is active in religious and educational organizations in our community.  She served on the Board of Directors of the Association of Fundraising Professionals in several capacities over the past 8 years.  She is currently the representative to the Florida Caucus.

Sue and her husband Bob have a daughter Georgia who is a graduate of Florida Gulf Coast University.


Registered States:
CA, CT, DC, FL, GA, KY, MA, MD, MI, MN, NH, NY, PA


Peter Broderick Lansing

Financial Advisor
Chartered Financial AnalystŪ
561-659-9598
peter.lansing@ubs.com

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Peter Lansing is a registered Financial Advisor and is the newest addition to the Lansing Hutcheon Wealth Management Group. The team focuses on providing guidance and asset management to private clients, family foundations and not for profit organizations. Prior to joining the Lansing Hutcheon Wealth Management Group, Peter worked as a Senior Analyst on a trading desk at a hedge fund. He has expertise in trading both traditional financial instruments and derivatives. Peter's focus is on both the strategy implementation and ongoing portfolio maintenance for the Lansing Hutcheon clients.

Peter has a Bachelor of Science Degree from University of Central Florida and is a Chartered Financial Analyst. He holds the FINRA Series 3, 7 and 66 securities licenses.

In addition to his professional credentials, Peter attained the level of an Eagle Scout. Peter also stays involved in various volunteer and philanthropic activities is Palm Beach County.


Registered States:
CA, CT, DC, FL, GA, KY, MA, MD, MN, NH, NY, PA, TX


Lisa Anne Holland

Senior Client Service Associate
561-659-9504
lisa.holland@ubs.com

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Lisa Holland is the Senior Registered Client Service Associate for the Lansing Hutcheon Wealth Management Group.  The team focuses on providing guidance and asset management to private clients, family foundations and not for profit organizations.  Lisa focuses on cultivating meaningful client relationships by providing exceptional client service.  She provides thoughtful analysis on banking and credit card services to optimize the benefits to our clients.  Lisa Holland has been a Senior Registered Client Service Associate at UBS Financial Services Inc. for over six years.   She has over eighteen years of client service experience and leadership training after a long career at Merrill Lynch.  At UBS, Lisa served a leadership role as Client Service Associate Coach to her peers in the Florida East Coast Complex.  Lisa Holland holds the FINRA Series 7, Series 66 and the Life Health and Annuity Licenses.

Lisa is an active community volunteer and adventurer.  She has served organizations including Habitat for Humanity and the March of Dimes.  She enjoys traveling, scuba diving, snow skiing and spending time riding her horses.  Lisa has four children and four grandchildren.


Registered States:
AZ, CT, DE, FL, GA, IL, MD, NJ, NY, OK