Jonathan Woloshin
About Jonathan Woloshin
Jonathan Woloshin serves as the Head of Real Estate & Financials Research at UBS Wealth Management Chief Investment Office, where he has worked since 2007. He specializes in advising wealth advisors and ultra-high-net-worth clients, leveraging his extensive analytical expertise in various financial sectors.
Work at UBS
Jonathan Woloshin has served as the Head of Real Estate & Financials Research at UBS Wealth Management Chief Investment Office since 2007. In this role, he focuses on providing insights and analysis related to real estate and financial sectors. His tenure at UBS spans 17 years, during which he has developed a strong presence in the Greater New York City Area. Woloshin is responsible for counseling wealth advisors and ultra-high-net-worth clients, leveraging his extensive knowledge to guide institutional clients in their investment strategies.
Education and Expertise
Jonathan Woloshin earned his Master of Business Administration (MBA) from the University of Rochester - Simon Business School, where he studied Finance and Corporate Accounting from 1982 to 1984. His educational background provides a solid foundation for his analytical expertise across various equity GICS sectors. Woloshin's academic achievements complement his professional experience, enhancing his ability to analyze complex financial instruments and investment strategies.
Background
Woloshin possesses broad analytical expertise, particularly in private real estate funds, structures, and investments. His experience extends to analyzing high yield and mezzanine debt, preferred stock, and derivatives. This diverse background enables him to offer comprehensive insights to clients and advisors, particularly in the realms of growth and GARP equity portfolio management and short selling.
Achievements
Throughout his career, Jonathan Woloshin has demonstrated effectiveness in marketing and advising boards of directors and consultants. His role at UBS involves not only research but also strategic counseling, showcasing his ability to communicate complex financial concepts to various stakeholders. His extensive experience in wealth management and investment analysis positions him as a valuable resource for clients seeking guidance in real estate and financial investments.