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Wrong Jacques Boubli?

Jacques E. Boubli

Vice President

The Portfolio Strategy Group , LLC

HQ Phone:  (914) 328-6660

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The Portfolio Strategy Group , LLC

81 Main Street Suite 201

White Plains, New York,10601

United States

Company Description

The Portfolio Strategy Group is a leading independent wealth management firm and one of the most experienced. Our firm was founded over twenty years ago and our five investment professionals have over 120 years of investment experience. While we are very knowl... more.

Find other employees at this company (22)

Background Information

Employment History

Vice President

J.P. Morgan & Co.


Program Director

Young Concert Artists Inc


Manager, Production

Lincoln Center Inc


Affiliations

Bernstein Global Wealth Management

Financial Advisor


FPA NY

Board Member


J.P. Morgan Private Bank

Financial Advisor


Affiniscape Inc

Board Member


Maestro Isaac Stern

Trusted Business Advisor


Education

Bachelor of Science

Industrial and Labor Relations

Cornell University


MBA

Executive Certificate in Financial Planning

Stern School of Business at NYU


Web References(17 Total References)


www.portfoliostrategygroup.com

Jacques E. Boubli: Vice President and Investment Advisor


www.portfoliostrategygroup.com

Jacques E. Boubli: Vice President and Investment Advisor
Jacques E. Boubli, CFP®, Vice President, has been a financial advisor to high net worth individuals and families for over 10 years prior to joining PSG. From 2011-2014, he served as a financial advisor in the J.P. Morgan Private Bank, managing client relationships and had responsibility for new business development. Prior to that, he was a financial advisor at Bernstein Global Wealth Management, also working with a high net worth clientele. He began his work with private clients by running violinist Isaac Stern's family office. Mr. Boubli received his Bachelor's Degree from Cornell University, earned an MBA from the Stern School of Business at NYU and is a Certified Financial Planner™. Jacques E. Boubli: Vice President and Investment Advisor


www.portfoliostrategygroup.com

Jacques E. Boubli: Vice President and Investment Advisor


www.fpany.org

Jacques Boubli, CFP®
Allied Professional Director The Portfolio Strategy Group, LLC 81 Main St Suite 201 White Plains, NY 10601 (914) 328-6660 alliedprofessionals@fpany.org


www.fpany.org

Jacques Boubli, CFP®
Allied Professional Director J.P. Morgan Private Bank 726 Madison Ave New York, NY 10065 (212) 464-2369 alliedprofessionals@fpany.org


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