Jesse E. Burnett
• United States: Greater Boston Area
• financial services
Current: Financial Advisor, UBS Financial Services
Greater Boston AreaJesse Burnett, CFP®
Address: Greater Boston Area
Current:
- Account Vice President, Certified Financial Planner™ at UBS Financial Services, Inc.
Education:
- Gordon College
People Network: 16
Industry: Financial Services
Websites:
Jesse Burnett, CFP®’s Summary
As a Financial Advisor with a strong focus on risk management, I utilize a broad array of asset classes in order to reduce overall portfolio volatility and risk. Beyond asset management, other areas of particular focus are estate planning, tax liability management, and generational wealth transfer.
Jesse Burnett, CFP®’s Specialties:
concentrated stock possitions, restricted stock, alternative investments, generational wealth transfer managment, philanthropy
Account Vice President, Certified Financial Planner™
UBS Financial Services, Inc.
(Public Company; 10,001 or more employees; UBS; Financial Services industry)
April 2002 — Present (6 years 1 month)
Private wealth management specializing in high net worth households and non-profit organizations with asset management needs greater than $1,000,000.
Additional Information
Jesse Burnett, CFP®’s Websites:
- My Company