John Adelman is a Managing Director and Senior Portfolio Manager at UBS Financial Services, where they have provided comprehensive wealth management and financial planning services to affluent families since 2009. With over 25 years of experience, they previously served as a Senior Vice President at Merrill Lynch and worked for a decade at Bernstein Investment Research and Management. John holds a B.S. in Finance from Lehigh University and is a member of UBS’ Pinnacle Council. Residing in Short Hills, NJ, they enjoy golfing and are actively involved on the Board of Mountain Ridge Country Club.
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