Jeff Kobernick
Jeff Kobernick is a Managing Director, Senior Portfolio Manager, and Private Wealth Advisor of UBS Wealth Management where his principal responsibility includes creating tailored fixed income portfolios as well as single stock management and asset management strategies. Prior to joining UBS, he was a Managing Director at Lehman Brothers, an Executive Director at Morgan Stanley, and a team leader in the Private Banking Division of Chemical Bank. Jeff Kobernick is also active in his philanthropic interests including Big Brothers, American Corporate Partners, and Elevating Entrepreneurs.
Jeff Kobernick Professional Experience / Academic History
Professional Experience
-
Managing Director, Senior Portfolio Manager, Private Wealth Advisor
-
Managing Director
-
Executive Director
Academic History
-
MBA, Finance
-
Bachelor of Science, Commerce, Accounting
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Forbes America's Top Wealth Advisors, 2016, 2017
- Barron's Top 100 Financial Advisors, 2013, 2014, 2015, 2016, 2017, 2018
- Financial Times Top 400 Financial Advisers, 2016
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013