Jacques Boubli, Cfp

Jacques Boubli, Cfp Email and Phone Number

Helping wealthy individuals and families protect and grow their wealth | Managing Director at PSG | Sailing champ | Dad @ The Portfolio Strategy Group
white plains, new york, united states
Jacques Boubli, Cfp's Location
New York, New York, United States, United States
Jacques Boubli, Cfp's Contact Details

Jacques Boubli, Cfp work email

Jacques Boubli, Cfp personal email

Jacques Boubli, Cfp phone numbers

About Jacques Boubli, Cfp

Some career paths are linear. Mine is more like a symphony.I began my professional journey at Cornell University’s School of Industrial and Labor Relations, where I pursued my love for music that led me to the Cornell University Glee Club. Managing the group sparked a 20-year career in the performing arts, with highlights that included running production at Lincoln Center for the Performing Arts and managing Isaac Stern’s family office. At Lincoln Center, I worked with artists, unions, managers, and more—always on the front lines, solving problems and creating harmony across stakeholders.When I started a family, I sought a new challenge. Encouraged by a mentor, I transitioned into financial services. While managing my roles in the arts, I earned my MBA from NYU Stern and a Certified Financial Planner certification. After honing my skills at Bernstein Global Wealth Management and JP Morgan Private Bank, I found my professional home at The Portfolio Strategy Group, a firm that mirrors my commitment to putting clients first.Today, as a partner, I use the same skills I’ve developed throughout my career—listening, understanding, and delivering tailored solutions—to help clients achieve their financial goals. It’s a privilege to orchestrate success for the families we serve.

Jacques Boubli, Cfp's Current Company Details
The Portfolio Strategy Group

The Portfolio Strategy Group

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Helping wealthy individuals and families protect and grow their wealth | Managing Director at PSG | Sailing champ | Dad
white plains, new york, united states
Employees:
11
Jacques Boubli, Cfp Work Experience Details
  • The Portfolio Strategy Group
    Managing Director
    The Portfolio Strategy Group Jun 2014 - Present
    White Plains, Ny
    I am thrilled to be working with the many smart and experienced professionals at The Portfolio Strategy Group, a Registered Investment Advisor (RIA) founded in 1990. We chose each other because of the singular focus we share of always putting our clients first and working hard every day on their behalf, with solid investment performance, complete transparency, and the utmost integrity. I have responsibility for working with existing high net worth clients as well as new business development.
  • J.P. Morgan
    Vice President
    J.P. Morgan Oct 2011 - Apr 2014
    Greater New York City Area
    As a banker in the J.P. Morgan Private Bank, I specialized in strategic wealth and investment advice to ultra high net worth individuals and families, from investments to banking, credit and trust services.
  • Bernstein Global Wealth Management
    Vice President - Financial Advisor
    Bernstein Global Wealth Management Jul 2008 - Jul 2011
    Greater New York City Area
    At Bernstein, I was responsible for advising affluent families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. In conjunction with Bernstein’s Wealth Management Group, I worked closely with client’s trusted tax and legal advisors on all matters, including tax and estate planning, and the sale of privately held businesses.
  • Young Concert Artists, Inc
    Program Director
    Young Concert Artists, Inc Jun 2005 - Jun 2008
    Greater New York City Area
    As Program Director, I was responsible for the marketing and production of multiple concert series both in New York City and Washington, D.C. I also had responsibility for board meetings and worked with members of the Board of Directors and donors.
  • Lincoln Center For The Performing Arts
    Production Manager
    Lincoln Center For The Performing Arts Apr 1999 - Jun 2005
    Greater New York City Area
    Managed the production of 130 concerts per year in Lincoln Center's Great Performers Series and Mostly Mozart Festival, and served as Orchestra Manager for the Mostly Mozart Festival Orchestra.
  • Maestro Isaac Stern
    Trusted Business Advisor
    Maestro Isaac Stern Feb 1991 - Apr 1999
    Trusted business advisor to virtuoso violinist Isaac Stern.

Jacques Boubli, Cfp Skills

Wealth Management Finance Investments Series 7 Investment Advisory Estate Planning Strategic Financial Planning Asset Management Asset Managment Wealth Domestic Partner Planning Financial Advisory High Net Worth Individuals Financial Planning Portfolio Management Strategy Management Alternative Investments Equities Nonprofits Financial Services Mutual Funds Hedge Funds Securities

Jacques Boubli, Cfp Education Details

Frequently Asked Questions about Jacques Boubli, Cfp

What company does Jacques Boubli, Cfp work for?

Jacques Boubli, Cfp works for The Portfolio Strategy Group

What is Jacques Boubli, Cfp's role at the current company?

Jacques Boubli, Cfp's current role is Helping wealthy individuals and families protect and grow their wealth | Managing Director at PSG | Sailing champ | Dad.

What is Jacques Boubli, Cfp's email address?

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What is Jacques Boubli, Cfp's direct phone number?

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What schools did Jacques Boubli, Cfp attend?

Jacques Boubli, Cfp attended Nyu Stern School Of Business, Cornell University, Hhhhse.

What skills is Jacques Boubli, Cfp known for?

Jacques Boubli, Cfp has skills like Wealth Management, Finance, Investments, Series 7, Investment Advisory, Estate Planning, Strategic Financial Planning, Asset Management, Asset Managment, Wealth, Domestic Partner Planning, Financial Advisory.

Who are Jacques Boubli, Cfp's colleagues?

Jacques Boubli, Cfp's colleagues are Maritza Rivera, Jayndee Castro, Samarsha Drysdale, Tom Zottner, Cfa, Peter Yorkes, Richard Yoken, Jay Koehler.

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