Jim DeCesare
Profile
Mr. Jim DeCesare is a Director at CONCERT Wealth Management, Inc. He joined CONCERT Wealth in 2007.
He was previously employed as a Principal by UBS Financial Services, Inc.
Mr. DeCesare received his undergraduate degree from The California State University.
Former positions of Jim DeCesare
Companies | Position | End |
---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
CONCERT Wealth Management, Inc.
CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Corporate Officer/Principal | - |
Training of Jim DeCesare
The California State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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CONCERT Wealth Management, Inc.
CONCERT Wealth Management, Inc. Investment ManagersFinance CONCERT Wealth Management, Inc. is a registered investment advisor headquartered in San Jose, California and was founded in 2006. The firm is a subsidiary of Omni Global Group Ltd. They offer an integrated financial planning-based solution for high net-worth individuals and families. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
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