UBS
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.
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UBS
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UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products, and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook. UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).