James "Jim" Riley, CEPA, CRPC, is the Managing Director of Wealth Management at UBS, where their team leverages over 150 years of collective investment experience to assist affluent individuals, families, and business owners in navigating the complexities of wealth accumulation. Previously, Jim served as Senior Vice President of Wealth Management at both Merrill Lynch from 1994 to 2014 and UBS Financial Services Inc. from 2014 to 2025. Jim is currently enhancing their expertise through studies at the Yale School of Management, focusing on Wealth Management Theory & Practice.
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