Financial Advisor Jason L. Zachter joins UBS in New York City

November 21, 2024 at 10:00 AM EST

UBS Wealth Management today announced that Jason L. Zachter has joined the firm as a Managing Director and Financial Advisor in Manhattan. He will be based in the firm’s 1285 Avenue of the Americas office, run by Market Director Kellie Brady, and will report to Market Director Neal Cooper. Jason brings more than a decade of experience advising successful individuals and families on their wealth management needs.

“On behalf of UBS, I’m excited to welcome Jason to the firm,” said Kellie Brady, Market Director of the 1285 Avenue of the Americas office at UBS Wealth Management. “Jason brings a wealth of experience, a passion for advising clients on complex financial matters, and his unique perspective will undoubtedly benefit our clients as they pursue their financial goals and aspirations.”

Jason joins UBS from Morgan Stanley, and brings a focus on serving the unique wealth management needs of business owners, attorneys, corporate executives, and financial professionals. Adopting a client-centered approach, he assists clients in navigating complex financial decisions by balancing professional and personal goals. His focus extends beyond portfolio management; Jason believes in goal-based wealth management strategies that encompass retirement planning, risk management, and legacy building. By helping clients align their financial plans with their life ambitions, Jason empowers them to pursue meaningful, long-term goals with confidence.

Outside of work, Jason is deeply committed to philanthropy and service. He is involved in multiple organizations and sits on various non-profit boards benefitting his local community. Jason received his MBA with a concentration in Finance from Baruch College. Aside from his work and community endeavors, Jason’s greatest and proudest moments are spent with his wife and children.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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