A commitment to excellence
Since 1992, Jon has provided comprehensive financial advice and has been with UBS since 1997. His goal is to build long-term relationships, which enables him to provide insight on every aspect of a client's financial life. Jon takes a hands-on, personal approach to provide individualized and attentive service. The advice and planning solutions he provides for individuals and their families, business owners and institutions reflect true partnerships.
Industry recognition
Jon is a CERTIFIED FINANCIAL PLANNER™, a Certified Private Weatlh Advisor® (CPWA® ) and has earned the Certified Investment Management Analyst (CIMA® ) designation from the University of Pennsylvania's Wharton School of Business.
Professionally, Jon has served as Co-Chair of the firm's distinguished Financial Advisor Advisory Committee (FAAC). The FAAC acts and serves in an advisory capacity to UBS's Wealth Management Americas CEO and management leadership team based in New York. The FAAC addresses critical issues and concerns that ultimately help all of UBS better serve our clients.
Outside UBS
Civically, Jon serves or has served on a number of boards and committees including as Chair of Donate Life Northwest, Portland Youth Soccer Association, American Corporate Partners, Literary Arts, and Start Making a Reader Today (SMART). He and his wife Sheila also support many local organizations.
Jon originally hails from the Boston area and is a lifelong New England sports fan. He graduated with a Bachelor of Science from the School of Natural Resources at the University of Vermont in 1992. Jon and his wife Sheila along with their two daughters Charlotte (16) and Erin (14) live in Portland. Jon enjoys Portland Timbers games, alpine skiing, cycling, reading, cooking, and is a member of the Oregon Wine Brotherhood. He also serves as the President of the Laurelhurst Soccer Club where he coached for many years.
At a glance:
- Senior Vice President—Wealth Management
- Senior Portfolio Manager
- CERTIFIED FINANCIAL PLANNER™ (CFP® )
- Certified Investment Management Analyst® (CIMA®)
- Certified Private Wealth Advisor® (CPWA®)
- Former Co-Chair, UBS Financial Advisor Advisory Council
Registered States:
AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, MT, NC, NM, NY, OH, OK, OR, TN, TX, UT, WA