• UBS

Jordan Baron

COO / Relationship Manager: Montclair Investment Partners, Private Wealth Management

Jordan Baron is the COO and Senior Client Advisor in Private Wealth Management at UBS, where they focus on driving strategic operational projects and enhancing organizational outcomes. They previously held roles at Lehman Brothers, Barclays, and UBS, where they successfully expanded teams, developed operational efficiencies, and improved client servicing standards. Currently pursuing a Bachelor of Science in Finance at the University of Florida, Jordan maintains a strong commitment to fostering trusted relationships with ultra-high-net-worth clients and instigating growth initiatives.

Location

Miami, United States

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