Jonathon Leib
About Jonathon Leib
Jonathon Leib serves as the Vice President of Wealth Management at UBS in Boston, Massachusetts, where he has worked since 2019. He has over a decade of experience in financial advising, having previously held a senior position at Merrill Lynch.
Work at UBS
Jonathon Leib has served as Vice President in Wealth Management at UBS since 2019. In this role, he provides comprehensive financial advisory services to clients in the Greater Boston area. His responsibilities include developing tailored investment strategies and managing client portfolios to meet their financial goals. Leib's experience at UBS builds on his extensive background in wealth management, allowing him to leverage the resources and expertise of a leading global financial institution.
Previous Experience at Merrill Lynch
Before joining UBS, Jonathon Leib worked at Merrill Lynch as a Senior Financial Advisor from 2011 to 2019. During his eight years at Merrill Lynch, he developed a strong foundation in financial advising and client relationship management. His role involved advising clients on investment opportunities and financial planning, contributing to his expertise in wealth management.
Education and Expertise
Jonathon Leib earned his Bachelor's Degree from the University of Maryland College Park, where he studied from 1997 to 2001. His education provided him with a solid foundation in finance and economics, which he has applied throughout his career in financial advising. Leib has over a decade of experience in wealth management, demonstrating his commitment to the field and his ability to navigate complex financial landscapes.
Background in Financial Advising
Jonathon Leib has a robust background in financial advising, having held senior positions at major financial institutions. His career spans over ten years in wealth management, with significant experience at both Merrill Lynch and UBS. Operating in the Greater Boston area, he focuses on providing personalized financial advisory services to a diverse client base, helping them achieve their financial objectives.