Jonathan Barter Email & Phone Number
Managing Director, Private Wealth Management @ UBS Group AG
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Jonathan Barter Location
- New York, NY, US
Jonathan Barter Work
- 2014 -now Managing Director, Private Wealth Management @
- 2008 -2014 Senior Vice President - Wealth Management @
- 2000 -2008 First Vice President - Institutional Equity Sales @
Jonathan Barter Education
- Villanova University
Bachelor of Science (B.S.) (Major Concentration in Marketing with a Minor in Communication Arts)
1993-1997
Jonathan Barter Skills
- Portfolio Management
- Asset Management
- Financial Advisory
- Wealth Management
- Equities
- Series 7
- Fixed Income
- Strategic Financial Planning
- Trading
- Structured Products
- Series 63
- Asset Allocation
- Investment Advisory
- Retirement
- Financial Services
- Financial Modeling
- Investment Strategies
- Retirement Planning
- Financial Markets
- Bonds
- Risk Management
- Investment Management
- Series 65
- Financial Planning
Jonathan Barter Summary
- Jonathan Barter, based in New York, NY, US, is currently a Managing Director, Private Wealth Management at UBS. Jonathan Barter brings experience from previous roles at Merrill Lynch. Jonathan Barter holds a 1993 - 1997 Bachelor of Science (B.S.) in Major Concentration in Marketing with a Minor in Communication Arts @ Villanova University. With a robust skill set that includes Portfolio Management, Asset Management, Financial Advisory, Wealth Management, Equities and more. Jonathan Barter has 3 emails and 2 mobile phone numbers on RocketReach.
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