Jess Newman
About Jess Newman
Jess Newman is a Senior Wealth Strategy Associate at UBS, with a diverse background in finance and investment management. He has held various roles in prominent companies, including Greyhound Lines, U.S. Trust, and McElhenny Sheffield Capital Management, and has an MBA in Accounting and Finance from Southern Methodist University.
Current Role at UBS
Jess Newman serves as a Senior Wealth Strategy Associate at UBS, a position held since 2019. In this role, Newman focuses on providing wealth management strategies to clients in the Dallas/Fort Worth Area. The responsibilities include advising clients on investment opportunities and financial planning. Newman's expertise contributes to UBS's commitment to delivering comprehensive financial services.
Previous Experience in Financial Analysis
Prior to joining UBS, Jess Newman held several significant positions in financial analysis. Newman worked as a Senior Financial Analyst at Greyhound Lines, Inc. from 2017 to 2018, and as a Portfolio Management Associate at U.S. Trust from 2018 to 2019. Additionally, Newman was a Senior Associate at ISN from 2014 to 2016 and an Associate at McElhenny Sheffield Capital Management from 2011 to 2012. These roles provided valuable experience in financial management and investment strategies.
Educational Background
Jess Newman completed an MBA with a focus on Accounting and Finance at Southern Methodist University from 2010 to 2012. Prior to this, Newman earned a Bachelor of Arts in Economics from The University of Texas at Austin, studying from 2002 to 2006. This educational foundation supports Newman's expertise in wealth management and financial strategy.
Entrepreneurial Ventures
In addition to corporate roles, Jess Newman co-founded Recipost LLC, serving as CEO from 2016 to 2017. This experience in entrepreneurship adds to Newman's diverse background in finance and management. The venture provided insights into business operations and strategic planning.
Professional Services and Operations
Jess Newman operates in Dallas, Texas, providing advisory, brokerage, and insurance services through LPL Financial. This role involves working with a range of financial products and services, which are not insured by the FDIC or any other government agency and may lose value. Newman's work emphasizes a commitment to delivering tailored financial solutions to clients.