James New Location
Washington, DC, US
James New Work
- 2016 - now Managing Director - Wealth Management @ UBS Group AG
- 2011 - 2016 Director @ Credit Suisse
- 1998 - 2011 Principal @ Bernstein Private Wealth Management
- 1994 - 1998 Vice President @ The Staubach Company
- 1992 - 1994 Vice President @ Trammell Crow Company
James New Education
- Washington and Lee University1983 - 1987
- Chaminade High School1979 - 1983
James New Skills
- Due Diligence
- Investments
- Asset Management
- Strategic Planning
- Strategy
- Financial Analysis
- Start-ups
- Business Strategy
- Wealth Management
- Business Development
James New Summary
James New, based in Washington, DC, US, is currently a Managing Director - Wealth Management at UBS. James New brings experience from previous roles at Credit Suisse, Bernstein Private Wealth Management, The Staubach Company and Trammell Crow Company. James New holds a 1983 - 1987 Washington and Lee University. With a robust skill set that includes Due Diligence, Investments, Asset Management, Strategic Planning, Strategy and more. James New has 3 emails and 1 mobile phone numbers on RocketReach.
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