Specialties
James provides institutions and individuals with tailored solutions to meet their financial needs. Along with the global capabilities of UBS he's dedicated to looking out for his clients best interests. He maintains a conservative approach to help a variety of investors preserve and grow their hard earned assets. Today, trusted financial advice is more important than ever. James takes the responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of his conversations. Whether you're looking to build wealth for the future, protect it for the next generation or creating a giving strategy for the people and causes that mean so much, we are well positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals-no matter what the environment.