Jeremy Mykulak, Cfa
About Jeremy Mykulak, Cfa
Jeremy Mykulak, CFA, is a Senior Vice President at UBS, where he has worked since 2022. He holds a B.S.C. in Business Administration from Washington and Lee University and has extensive experience in wealth management and institutional consulting.
Current Role at UBS
Currently, Jeremy Mykulak serves as a Senior Vice President at UBS, a position he has held since 2022. In this role, he focuses on providing comprehensive financial services and investment management to clients. His responsibilities include advising on wealth management strategies and overseeing client portfolios. Mykulak's expertise in financial analysis and investment strategy supports UBS's commitment to delivering tailored solutions for its clientele.
Previous Experience at UBS
Jeremy Mykulak has extensive experience at UBS, where he worked in various capacities. He served as a Private Wealth Advisor from 2015 to 2019, providing personalized financial advice to high-net-worth clients in Atlanta, GA. Following this role, he advanced to Account Vice President from 2019 to 2022, where he continued to enhance client relationships and manage investment strategies. His tenure at UBS has contributed to his deep understanding of wealth management.
Experience at Merrill Lynch
Before joining UBS, Jeremy Mykulak worked as an Analyst at Merrill Lynch from 2012 to 2013 in Florham Park, NJ. In this role, he gained foundational experience in financial analysis and investment strategies. His time at Merrill Lynch helped him develop critical skills that he later applied in his roles at UBS.
Education and Expertise
Jeremy Mykulak holds a Bachelor of Science in Commerce (B.S.C.) from Washington and Lee University, where he studied Business Administration. He also completed a Summer Program at The London School of Economics and Political Science (LSE), focusing on International Political Economy and Finance. Additionally, he is a Chartered Financial Analyst® (CFA), which reflects his expertise in investment management. He is also certified as a Certified Exit Planning Advisor (CEPA®), indicating his capability in assisting business owners with transition planning.
Educational Background
Jeremy Mykulak's educational journey includes attending The Pingry School, which laid the groundwork for his academic pursuits. He furthered his education at Washington and Lee University, earning a B.S.C. in Business Administration. His studies at The London School of Economics and Political Science (LSE) provided him with insights into International Political Economy and Finance, enhancing his analytical skills in the financial sector.