Jim Iseman

Jim Iseman is an experienced financial services professional with a strong background in wealth management and portfolio management. From March 2012 to December 2021, Jim held the position of Senior Vice President and Portfolio Manager at UBS Financial Services Inc., after serving as First Vice President and Portfolio Manager there. Prior to that, Jim worked at Morgan Stanley from October 1998 to March 2012, also in the role of First Vice President and Portfolio Manager. Jim holds an MBA in Finance and Marketing from NYU Stern School of Business and a Bachelor of Arts in Political Science and Government from the University of Pennsylvania.