Jon Woloshin
Head of US Real Estate at UBS Global Wealth
Jonathan Woloshin is head of US real estate at UBS Global Wealth Management’s Chief Investment Office, based in New York. J0onathan has 35 years of industry experience as an investment analyst, having covered virtually every equity sector over the course of his career. He is a Chartered Financial Analyst® and holds FINRA series 7, 24, 66, 86, and 87 licenses. He is a member of both the CFA Institute and the New York Society of Security Analysts. Jonathan holds a B.A. in Psychology from the University of Rochester and an M.B.A. in Finance and Corporate Accounting from the William E. Simon Graduate School of Business at the University of Rochester.