John Kacinski
About John Kacinski
John Kacinski serves as the Senior Vice President of Wealth Management at UBS, where he has worked since 2009, managing over $500 million in assets for 250 clients. He holds a Bachelor of Science in Biochemistry from Northern Michigan University and the Certified Investment Management Associate (CIMA) designation.
Work at UBS
John Kacinski has been serving as the Senior Vice President of Wealth Management at UBS since 2009. Over his 15 years in this role, he has built a substantial client base, managing the financial assets of 250 clients who have entrusted him with over $500 million. His focus is on delivering tailored wealth management solutions to a diverse clientele, including entrepreneurs, corporate executives, and retirees in the Dallas-Fort Worth area.
Previous Experience at Citi
Prior to his tenure at UBS, John Kacinski worked at Citi for 25 years, holding the position of Senior Vice President in Wealth Management from 1984 to 2009. During his time at Citi, he was part of a team recognized as a Citi Family Office Team, which underscored their commitment to providing comprehensive wealth management services.
Education and Expertise
John Kacinski earned a Bachelor of Science (B.S.) degree in Biochemistry from Northern Michigan University. He holds the Certified Investment Management Associate (CIMA) designation from the Investment Management Consultants Association (IMCA), reflecting his expertise in investment management and wealth advisory services.
Client Satisfaction Recognition
In August 2009, John Kacinski was featured in Texas Monthly as one of the 'Best In Client Satisfaction' among the FIVE STAR Wealth Managers in the Dallas-Fort Worth area. This recognition highlights his commitment to client service and satisfaction within the wealth management industry.
Wealth Management Approach
John Kacinski employs a consultative approach to wealth management, focusing on understanding the unique financial goals of his clients. This method allows him to develop customized strategies that align with the specific needs of entrepreneurs, corporate executives, and retirees in his service area.