James Belknap

James Belknap has a robust background in finance and wealth management, beginning with a Bachelor of Business Administration in Accounting from the University of Notre Dame in 1980. Professional experience includes roles as a CPA at KPMG from 1980 to 1984, financial consultant positions at William Blair & Company and Prescott Ball & Turben, and a long tenure as Senior Vice President Investments at Smith Barney from 1988 to 2006. Subsequent leadership roles include Senior Vice President at Citi Family Office and currently at UBS Financial Services, Inc. since September 2009 as Senior Vice President - Wealth Management.