2026 ACG CIN MARCH LUNCH: CEO BRIEFING BOOK - INSIGHT FOR DEAL MAKERS

Jason is a Managing Director and Head of Asset Allocation Americas for UBS Global Wealth Management. He is the
Chair of the US Investment Strategy Committee. In this capacity, Jason oversees the strategic and tactical asset allocation recommendations for approximately USD 1.7 trillion in invested assets. He is also responsible for the UBS House View suite of 43 discretionary portfolios with over USD 24 billion in assets.
 

Jason leads the US investment process by developing analytical tools and working with asset class, thematic, private
market, and ESG experts to generate recommendations for financial advisors and clients. He has also published a
number of widely-read reports on IPOs and SPACs, analyzing the implications and opportunities for investors, business
owners, and executives.
 

He speaks frequently with financial advisors, clients, and the media, including CNBC, Bloomberg, and the WSJ,
presenting UBS views and specific investment recommendations.
 

Prior to joining UBS, Jason spent nine years at Morgan Stanley, eventually becoming the firm’s Global Cross-Asset
Strategist. He focused on global asset allocation for institutional clients, providing investment recommendations on
equities, fixed income, currencies, and commodities.
 

Jason holds a PhD in Economics from Yale University and a Bachelor of Science degree from the University of Manitoba.