Group Managing Director
Head, WMA Investment Platforms and Solutions
Co-Head, Global Investment Platforms and Solutions
Jason is head of the Investment Platform and Solutions (IPS) business for Wealth Management Americas and Co-Head for Global IPS. In his role, Jason is responsible for the strategic direction and development of investment platforms and client solutions for Wealth Management.
He is a Group Managing Director, and a member of the Wealth Management Americas Executive Committee.
Jason has held a variety of senior leadership positions in his more than 20 years at UBS, working with individual, institutional and corporate clients. Previously, he led the Wealth Management Advisor Group with more than 7000 financial advisors in the United States, entrusted with more than $1Trillion in client assets. During his tenure, financial advisor productivity and market share achieved new records. Additionally, Jason opened the first Private Wealth Management office in the U.S.in 2006, and later led the PWM business and UHNW client segment until 2013. He has held positions as branch manager, regional director, and division director. In addition, he led WMA International, UBS Canada, and served as Chairman, UBS Private Bank USA.
Jason received his Bachelor of Science in Business Administration from the University of Richmond and his MBA from Columbia University.
Jason and his wife Marla live in Connecticut, and have three daughters. He enjoys outdoor activities including skiing, soccer, and golf.