As one of UBS's elite Private Wealth Advisors, Jason has extensive experience at guiding clients through financial planning, asset management, and wealth transfer strategies. He is also a Senior Portfolio Manager, overseeing several customized equity, exchange traded funds, and institutional mutual fund models with proven track records. Lastly, as a Certified Investment Management Analyst®, Jason is accredited at selecting and monitoring top institutional money managers, hedge funds and private equity funds for clients. Jason is often featured in the media for his perspective on the markets and he appears regularly on CNBC, Bloomberg TV, Fox Business News, and Yahoo! Finance.