For nearly 25 years, Jason has been an advisor, ally and mentor to clients, providing the experienced guidance they need to confidently face their financial decision-making process. Jason goes above and beyond, making a real impact and helping clients focus on what is most important in their lives. As the Senior Portfolio Manager on the team, he manages their customized investment strategies, ranging from traditional diversified portfolios to tactical all-ETF proprietary portfolios. He also has extensive experience with hedging strategies, insider-diversification planning and concentrated/restricted stock positions.
“Our team is very conscientious and transparent about the solutions we bring to the table. I am an avid reader of UBS and third party research and passionate about intertwining market statistics with behavioral finance in effort to enhance successful outcomes for clients.”
— Jason Chirogianis
With a specific concentration on the diverse needs of entrepreneurs and business owners, Jason works with key stakeholders at all stages of their business life cycle. Whether considering a transition or actively navigating a sale, Jason provides the experience and access to the global resources and experts of UBS to address business owners’ needs before, during and after their exit.
Experience
- 25 years of experience
- In practice with partner, Josh Pottinger, for 18 years
- Joined UBS in November 2008
- Morgan Stanley, 1998-2008
Accomplishments
- UBS Private Wealth accreditation
- B.A. degree, psychology, Tulane University
Life
- Past 11 years has been active with the Meals on Wheels program.
- Resides in Austin with his wife, Adina, and their two children, Grady and Lila.
- Enjoys all things outdoor, especially fishing and hunting. Also, live music, cooking, reading and travel.
Registered States:
AZ, CA, CO, DC, FL, GA, ID, IL, KY, LA, MA, MN, MS, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WI