John Marmion

John Marmion

First Vice President Wealth Management @ UBS

About John Marmion

John Marmion serves as the First Vice President of Wealth Management at UBS, where he has worked since 2012. He holds an MBA from Rensselaer Polytechnic Institute and has extensive experience in portfolio management.

Work at UBS

John Marmion has been serving as the First Vice President of Wealth Management at UBS since 2012. In this role, he is responsible for managing client portfolios and providing tailored financial advice. He holds the elite title of Senior Portfolio Manager, indicating his advanced expertise in portfolio management. Marmion is among the select Financial Advisors at UBS who manage portfolios with discretion through the UBS Portfolio Management Program, showcasing his capability in handling complex investment strategies.

Education and Expertise

John Marmion studied Finance and Financial Management Services at Rensselaer Polytechnic Institute, where he earned his Master of Business Administration (MBA) from 1977 to 1979. Prior to that, he obtained a Bachelor's degree in History from Canisius College, studying there from 2100 to 2105. His educational background provides him with a strong foundation in both financial principles and historical context, contributing to his analytical skills in wealth management.

Background

Before entering the wealth management sector, John Marmion spent 15 years in the securities business following a tenure with an international textile company. This diverse background has equipped him with a broad understanding of various industries and financial markets, enhancing his ability to serve clients effectively in his current role at UBS.

Registered States for Business

John Marmion is registered to conduct business in numerous states across the United States, including Arizona, California, Colorado, Connecticut, Washington D.C., Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Mississippi, North Carolina, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. This extensive registration allows him to serve a wide range of clients across the country.

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