Jonathan Galli
About Jonathan Galli
Jonathan Galli serves as the Senior Vice President of Wealth Management at UBS, where he has worked since 2015. With over three decades of experience in the financial sector, he specializes in structuring client portfolios and aligning investments with environmental, social, and governance principles.
Current Role at UBS
Jonathan Galli serves as Senior Vice President in Wealth Management at UBS. He has held this position since 2015, contributing to the firm's operations in the Greater Boston Area. In this role, he focuses on providing tailored financial solutions to clients, emphasizing customized asset allocation and securities management.
Previous Experience at Credit Suisse
Before joining UBS, Jonathan Galli worked at Credit Suisse as Senior Vice President in Wealth Management. His tenure lasted from 2008 to 2015, during which he operated in the Greater Boston Area. His experience at Credit Suisse allowed him to further develop his expertise in wealth management and client portfolio structuring.
Previous Experience at UBS
Jonathan Galli's career at UBS began in 1986, where he worked for 22 years as Senior Vice President in Wealth Management until 2008. His long-standing experience at UBS provided him with a deep understanding of client needs and investment strategies in the wealth management sector.
Education and Expertise
Jonathan Galli earned a Bachelor of Science degree in Finance from Boston University, studying from 1979 to 1983. His educational background has equipped him with the foundational knowledge necessary for his career in wealth management. He specializes in structuring client portfolios, focusing on customized asset allocation and securities management.
Investment Philosophy
Jonathan Galli offers clients the opportunity to 'Invest for Impact,' which aligns their financial portfolios with environmental, social, and governance ideals. He employs a tailored screening process to select investments that reflect both the personal values and financial priorities of his clients.