UBS
Home | |
About UBS Wealth Management Bookmark this Page
Home
Wealth Management US

UBS Home

Wealth Management US

What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better we understand how you envision your future, the better we can work together to help you shape it. And our approach is a simple one: Based on your goals and priorities, we’ll partner with you to help you plan your most meaningful milestones and all you hope your future can be.

Learn about Our Team
The Katz Wealth Management Group
The Katz Wealth Management Group
800-516-5624 ext. 9201
212-713-9201
212-713-9222 fax
jason.m.katz@ubs.com
Team Members:
Jason M. Katz
Senior Vice President - Investments
jason.m.katz@ubs.com
Evan Kresman
Account Vice President
evan.kresman@ubs.com
Alexander Smith
Investment Associate
alex.smith@ubs.com
Michelle Pinto
Client Service Associate
michelle.pinto@ubs.com
Alice Ingram
Investment Associate
alice.ingram@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS AG successfully completes its rights offering
Settlement between Parmalat and UBS

Our Perspective
Jason Katz Bio EE02250-JKBioCard.pdf
NYC Bar Announcement JE03795-NYCBAR.pdf
Corporate Profile CorporateProfile.pdf
Our Market Outlook Our_Market_Outlook.pdf
Individual Investor Profile ind_investorprofile.pdf
Financial Goal Analysis financial_goal_analysis.pdf
Lending Solutions Circular Lending_Circular.pdf
IRAs at a Glance ret_broch_IRAs_AtAGlance.pdf
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

A Conversation with Marten Hoekstra
Market Outlook: Turning the corner UBS Market Outlook (230kb)

Print this page     E-mail this page
Key Information
Account Login

User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
Products & Services
Market Update
DJIA 11288.54
NASDAQ 2245.38
S&P 500 1262.90
30yr Tsy 4.53
Market Info
Quotes delayed at least 20 minutes Market Information, Copyright 2002 Reuters Limited. All rights reserved.

Important legal information - please read the disclaimer before proceeding.
Products and services in these webpages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com © UBS 2002-2008. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker/dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Privacy PolicyNotice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark Disclaimer.