James G Talbot (Jamie)
About James G Talbot (Jamie)
James G Talbot, also known as Jamie, serves as the Senior Vice President of Wealth Management at UBS, a position he has held since 2019. He has a background in financial counseling and law, having previously worked at Goldman Sachs and UBS.
Work at UBS
James G Talbot has been serving as Senior Vice President in Wealth Management at UBS since 2019. His role involves overseeing client relationships and managing investment strategies to meet the financial goals of clients. Prior to this position, he worked at UBS as First Vice President in Wealth Management from 2011 to 2018, where he gained extensive experience in the financial services industry.
Experience at Goldman Sachs
Before joining UBS, James G Talbot worked at Goldman Sachs as Vice President of Financial Counseling from 1998 to 2011. In this role, he provided financial advice and strategies to clients, helping them navigate complex financial decisions. His tenure at Goldman Sachs spanned 13 years, contributing to his expertise in wealth management.
Education and Expertise
James G Talbot earned his Juris Doctor from Albany Law School, completing his studies from 1995 to 1998. He also holds a Bachelor of Arts degree in Economics and Politics from the State University of New York College at Potsdam, where he studied from 1991 to 1994. His educational background provides a strong foundation for his work in wealth management and financial counseling.
Professional Background
James G Talbot has a comprehensive background in wealth management and financial counseling. His career spans over two decades, with significant roles at both UBS and Goldman Sachs. His experience includes advising clients on investment strategies and financial planning, enhancing his skills in managing diverse financial portfolios.