JI

Jamie Ingoe

Senior Vice President - Wealth Management

Jamie Ingoe, CIMA®, is a Senior Portfolio Manager and Senior Vice President in Wealth Management at UBS. They have a background as a Financial Advisor at Merrill Lynch from 2007 to 2008 and served as Chief Investment Officer at BoundaryRock Financial from 2009 to 2015. Jamie earned a Bachelor of Arts in Marketing from Radford University, where they studied from 1998 to 2002. Currently, Jamie leads a specialized team at UBS, focusing on helping high net worth families grow their capital while minimizing investment risk.

Location

Bethesda, United States

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