Jonathan Hodge is Senior Vice President, Investments, Endowment & Foundations for UBS.
In this role, Jonathan is responsible for following market trends, managing the teams proprietary discretionary based portfolios, and all general investments for the team. His passion for giving back to his community has propelled him to work with non-profit clients to further their missions as an Endowments and Foundations Consultant.
Jonathan’s primary focus is leveraging his years of experience and education to build customized portfolios for the team’s clients.
Jonathan is an accredited Wealth Advisor. He is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized Wealth Management services to his clients.
Jonathan is a Certified Investment Management Analyst (CIMA®) and Endowment & Foundation Consultant (EFC).
Jonathan is involved in many different charitable organizations in the Los Angeles area, with a primary focus on giving back to the African American community and his local alumni association.
Jonathan holds a Bachelor of Arts degree in Economics from Boston University.