Jonathan H. Grabel
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Executive Summary
Jonathan H. Grabel is an experienced professional with 18.2 years of work experience in asset management, investments, portfolio management, capital markets, and financial modeling. He joined UBS in 2010 from the Private Banking and Investment Group at Merrill Lynch, providing investment advice and developing customized financial strategies for executives of public and private companies, as well as high net worth individuals. With over 20 years of experience in investment management, Jonathan offers comprehensive advisory services, wealth planning, estate and philanthropic planning strategies, and wealth transfer strategies. His holistic approach allows UBS to build strong relationships and integrate all aspects of the financial life.
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UBS
Wealth Advisor&Senior VP, Portfolio Manager&Wealth Advisor
Wealth Advisor
Senior VP, Portfolio Manager
Wealth Advisor
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