James Hart
About James Hart
James Hart serves as the Managing Director at UBS, where he has worked since 2024, focusing on simplifying clients' financial lives. With over 30 years of experience in wealth management, he assists individuals, families, athletes, and businesses in achieving their financial goals.
Work at UBS
James Hart has been serving as Managing Director at UBS since 2024. In this role, he focuses on simplifying clients' financial lives by clarifying and consolidating their financial affairs. His position is based in the United States, where he works on-site to provide tailored financial solutions.
Education and Expertise
James Hart earned his Bachelor's Degree from Fordham University, where he studied from 1981 to 1985. With over 30 years of experience in wealth management, he specializes in portfolio construction and risk management. His educational background supports his extensive knowledge in financial advisory.
Background
Prior to joining UBS, James Hart worked at Merrill Lynch Wealth Management for 14 years, holding the positions of Senior Financial Advisor and Senior Vice President from 2010 to 2024. His experience in these roles contributed to his expertise in assisting clients with their financial goals.
Client Focus and Collaboration
James Hart focuses on assisting a select group of individuals, families, athletes, and businesses in achieving their financial objectives. He collaborates with related professionals, such as attorneys and CPAs, to provide comprehensive financial guidance and support to his clients.