John B. Zodrow
About John B. Zodrow
John B. Zodrow serves as Vice President of Wealth Management at UBS, where he has worked since 2009. He has extensive experience in finance and engineering, holding both Certified Financial Planner and Chartered Financial Analyst designations.
Work at UBS
John B. Zodrow has served as Vice President in Wealth Management at UBS since 2009. In this role, he specializes in asset allocation and manages client portfolios as a Senior Portfolio Manager within the UBS Portfolio Management Program. His extensive experience in wealth management allows him to utilize professional money managers to optimize investment strategies for clients.
Previous Experience at Merrill Lynch
Before joining UBS, John B. Zodrow worked at Merrill Lynch as a Financial Advisor for 24 years, from 1985 to 2009. During his tenure, he developed a deep understanding of financial markets and client relationship management, which contributed to his expertise in wealth management.
Career at Schlumberger
John B. Zodrow began his career at Schlumberger, where he worked as a Product Engineer from 1979 to 1985. His six years in this engineering role provided him with a strong technical foundation, which he later applied to his financial career.
Education and Expertise
John B. Zodrow holds a Bachelor of Mechanical Engineering and a Master of Mechanical Engineering from Rice University, where he studied from 1974 to 1979. He also holds the Certified Financial Planner and Chartered Financial Analyst designations, underscoring his expertise in financial planning and investment analysis.