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$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Senior Portfolio Manager
With over 30 years of experience in the financial services industry, Jesse Ferro is dedicated to providing comprehensive wealth management services to individual and corporate clients. Prior to joining UBS in 2007, Jesse spent 14 years at Prudential Securities and Wachovia Securities which merged in 2003. Jesse has also worked as a Senior Corporate Financial Analyst in New York City and holds his Masters Degree in International Business from the Zicklin School of Business, Baruch College.
Areas of expertise:
Licenses:
FINRA Series 7, 63, 65, 3, 9 and 10 securities licenses. Insurance licenses: life, health and annuities (CA License # 0H32609)
Education
Credentials
Senior Vice President–Wealth Management
Senior Portfolio Manager
With over 30 years of experience in the financial services industry, Jesse Ferro is dedicated to providing comprehensive wealth management services to individual and corporate clients. Prior to joining UBS in 2007, Jesse spent 14 years at Prudential Securities and Wachovia Securities which merged in 2003. Jesse has also worked as a Senior Corporate Financial Analyst in New York City and holds his Masters Degree in International Business from the Zicklin School of Business, Baruch College.
Areas of expertise:
Licenses:
FINRA Series 7, 63, 65, 3, 9 and 10 securities licenses. Insurance licenses: life, health and annuities (CA License # 0H32609)
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
