Jim Langham is a Managing Director at UBS Financial Services Inc. and is the Head of Mandates Investment Solutions Americas, a business that includes the Investment Products offering (mutual funds, insurance, annuities, IRAs, 529 plans, money funds, and Donor Advised Funds), together with Home Office Discretionary Portfolios and Manager Research.
In this role, Jim is responsible for the product offerings within all brokerage and advisory platforms at UBS, risk management, revenue growth, and enhancing the Financial Advisor and client experience as it relates to these businesses. Jim has over 26 years of industry experience. Before joining UBS in 2010, Jim spent 17 years with Morgan Stanley, where he held various roles in retirement, product development and other investment product management roles. Jim participates frequently at industry conferences as a speaker or panelist representing views on various investment product topics. Jim holds his Series 7, 66 and 24 FINRA licenses.