{
Jason Zachter

People

}

Jason L Zachter joins UBS as managing director in New York City

Jason L. Zachter has joined UBS Wealth Management in New York City as a Managing Director and Financial Advisor, bringing over a decade of experience in wealth management. He focuses on serving business owners, attorneys, and corporate executives, emphasizing goal-based strategies that align financial plans with clients' life ambitions. Outside of work, Zachter is actively involved in philanthropy and community service.
Yahoo Finance
United States Dollar UBS USA Jason Zachter Kellie Brady Neal Cooper Show more
TradFi, Press Release
16:00 21.11.2024

ubs private wealth management hires jason zachter from morgan stanley

UBS Private Wealth Management has welcomed Jason Zachter to its New York office, enhancing its team at 1285 Avenue of the Americas. Zachter, who previously spent 14 years at Morgan Stanley, will focus on serving multigenerational families and institutions. He is joined by Debra Rosenbach, who takes on the role of Senior Registered Client Associate. Zachter holds an MBA from Baruch College, City University of New York.
Funds Society
UBS Morgan Stanley USA Debra Lyn Rosenbach Jason Zachter
TradFi, News Article
22:29 20.11.2024
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