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MEMBER PROFILE

 

James Fasi ,CFP®, CEPA®

UBS

 

Member profile details

Membership level
Connecticut - Hartford
First name
James
Second name/initial
F.
Last name
Fasi ,CFP®, CEPA®
Title
Senior Vice President - Wealth Management
Company
UBS
 

CONTACT INFORMATION

City
Hartford
State
Connecticut
 

PROFILE INFORMATION

Call me when
you would like a trusted, experienced advisor to offer guidance on clients looking to plan for an eventual transition from their business.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Capital markets
  • Cash management
  • Charitable giving
  • Corporate finance
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Finance
  • Investments
  • Private equity
  • Private placements
  • Retirement
  • SEC
  • Venture capital
Client Industry(ies)
  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
Professional Certification(s)
CFP®, CEPA®
Transition Planning Certification or Methodology
Value Acceleration Methodology™
In Business Since
1975
How to contact
james.fasi@ubs.com
LinkedIn profile link
www.linkedin.com/in/jimfasi
Business Focus
Advising business owners and their families on all matters relating to managing their wealth (both sides of the balance sheet) and pre- and post- liquidity planning
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