Jonathan Barter

Jonathan Barter is the Managing Director of Private Wealth Management at UBS Financial Services, a position held since August 2014. With over 22 years of experience in the financial services industry, Jonathan previously spent more than 13 years at Merrill Lynch, where they occupied roles including Senior Vice President in Wealth Management and First Vice President in Institutional Equity Sales. A graduate of Villanova University with a Bachelor of Science in Marketing, Jonathan is actively involved in youth sports organizations and community initiatives in Larchmont, New York, where they reside with their spouse and four children. Jonathan has also been recognized as a Forbes/SHOOK Best in State Advisor for New York in 2019 and 2020.