Jonathan Beukelman

Jonathan Beukelman is Managing Director and Senior Portfolio Manager of the Montage Financial Group at UBS Private Wealth Management. He provides ultra-high net worth individuals, multi-generational families and corporate entities with holistic wealth management advice, including estate planning, tax optimization, business exit strategy and philanthropic planning. Beukelman has more than 25 years of working in the financial services industry. Prior to joining UBS in 2008, he was a former Senior Vice President of Investments at Morgan Stanley. He has been  highly recognized by various publications and is an active participant in the community.