Jason R. Chandler

President at UBS Financial Services, Inc.

Jason R. Chandler

Jason R. Chandler

President at UBS Financial Services, Inc.

Overview
Career Highlights

UBS Financial Services, Inc.

RelSci Relationships

3720

Number of Boards

2

Number of Awards

5

Relationships
RelSci Relationships are individuals Jason R. Chandler likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-President-Global Wealth Management at UBS AG

Relationship likelihood: Strong

Chief Operating Officer at UBS Financial Services, Inc.

Relationship likelihood: Strong

Chairman & Head, Strategic Clients & Partnerships at UBS Americas, Inc.

Relationship likelihood: Strong

Group Chief Operating Officer at UBS Group AG

Relationship likelihood: Strong

Global Head of Client Strategy at UBS Financial Services, Inc.

Relationship likelihood: Strong

Head of Investment Solutions & Managing Director at UBS Financial Services, Inc.

Relationship likelihood: Strong

President at UBS Warburg LLC (US)

Relationship likelihood: Strong

Group Chief Executive Officer at UBS Group AG

Relationship likelihood: Strong

Chief Information Officer at UBS Financial Services, Inc.

Relationship likelihood: Strong

Chief Financial Officer at UBS Financial Services, Inc.

Relationship likelihood: Strong

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Jason R. Chandler
President at UBS Financial Services, Inc.
Education
MBA

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Career History
Head of Wealth Management Advisor Group & Private Wealth Management
Prior

UBS is an active investment manager. Their investment decisions are backed by rigorous in-depth in-house research in addition to external finance market experts. They take a long-term view and also advise investing in the stock market for medium- to long-term commitment.The UBS manager, together with their clients, defines specific investment needs and goals. They then develop an optimally diversified long-term asset allocation best suited to the client's requirements. The strategy is subsequently adjusted to reflect the bank's investment outlook.Their investment funds offer products for market segments including multiple funds for investments in equities, bonds, money market instruments and real estate. UBS has developed a disciplined investment style to ensure that the funds perform in line with the corresponding markets.Their tailored financial planning and wealth management team advises on tax optimization, estate, local and cross-border retirement planning, trust as well as real estate. Wealth management also encompasses what they term 'art banking' which focuses on fine and decorative arts, jewelry, numismatic and other collections.

Head of Wealth Management, US
2014 - Current

UBS AG engages in the provision of financial advisory solutions for private and institutional investors, intermediaries, and wealth management clients. The firm focuses on the areas of wealth and asset management, as well as investment banking. It offers retail investment products, global financing services, investment research, bespoke financing, traditional investments, as well as bonds and equities. The company was founded on June 29, 1998 and is headquartered in Zurich, Switzerland.

President
2017 - Current

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Boards & Committees
Member, Executive Committee
2014 - ?

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Awards & Honors
Series 24 - General Securities Principal
Series 65 – Uniform Registered Investment Adviser
Series 7 - General Securities Representative
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