James Orr, CPWA®, is a Managing Director - Wealth Management and Private Wealth Advisor at UBS Financial Services Inc., where they have been employed since 2000. They served in various roles, including Deputy Branch Manager, Director, and Assistant Branch Manager from 2005 to 2009. Orr holds a Master's degree in Finance (MBA) from the Wharton School at the University of Pennsylvania, obtained in 2016, and a Bachelor's degree in Psychology from the University of Illinois at Urbana-Champaign, earned in 1999. Additionally, they briefly studied Industrial and Systems Engineering at The Ohio State University in 2000.
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