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Jacques E. Boubli

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 ... more

Find other employees at this company (18)

Background Information

Employment History

Vice President - Financial Advisor

Bernstein Global Wealth Management

Vice President

J.P. Morgan & Co.

Program Director

Young Concert Artists Inc

Manager, Production

Lincoln Center Inc


Board Member

Board Member
Affiniscape Inc

Trusted Business Advisor
Maestro Isaac Stern


Bachelor of Science

Industrial and Labor Relations

Cornell University


Executive Certificate in Financial Planning

Stern School of Business at NYU

Web References (23 Total References)

Jacques Boubli, ... [cached]

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

Jacques Boubli, ... [cached]

Jacques Boubli, CFP® Allied Professional Director

J.P. Morgan Private Bank 726 Madison Ave New York, NY 10065
(212) 464-2369

Allied Professionals - Jacques E. ... [cached]

Allied Professionals - Jacques E. Boubli, CFP®

FPANY [cached]

Jacques E. Boubli, CFP® Director, Allied Professionals

J.P. Morgan Private Bank (917) 364-2237

Allied Professionals - Jacques E. ... [cached]

Allied Professionals - Jacques E. Boubli, CFP®

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