James Koltes - UBS Financial Services Inc. is a Washington, DC-based financial advisory firm that offers insight-based advice to help clients achieve their life goals. With a focus on liquidity management, they provide personalized investment strategies and guidance to navigate the ever-changing financial landscape.
Led by James Koltes, a Senior Vice President Investments Financial Advisor, the firm boasts a strong track record and extensive experience in the industry. They are known for their expertise in institutional investing, having served on the Executive Committee of the Council of Institutional Investors and as the Founding Chairman of the Investment Committee of the District of Columbia Retirement Board. With a global footprint and a commitment to client success, James Koltes - UBS Financial Services Inc. is a trusted partner for individuals and institutions seeking comprehensive financial solutions.
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