James Fasi ,CFP®, CEPA® of UBS is a member of XPX Hartford

James F. Fasi ,CFP®, CEPA®

Senior Vice President - Wealth Management

UBS

Hartford, Connecticut

Professional Profile

Call Me When

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.

Contact Method

james.fasi@ubs.com

Profession

  • Wealth Manager
  • Professional Certifications

    CFPu00ae, CEPAu00ae

    Functional Expertise

  • Board of Directors (not for profit)
  • Capital markets
  • Cash management
  • Charitable giving
  • Corporate finance
  • ESOPs
  • Family business
  • Finance
  • Investments
  • Private equity
  • Private placements
  • Retirement
  • SEC
  • Venture capital
  • Exit/Transition Planning
  • 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

    Transition Planning Certification

    Value Acceleration Methodologyu2122

    Client Industries

  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Client Results

    Membership

    Connecticut - Hartford

    Member Since

    Member for 5 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX