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William Imeson

Senior Wealth Strategy Associate at UBS

William Imeson is a Senior Wealth Strategy Associate at UBS, working in the financial services industry.3 He joined UBS Private Wealth Management in 20221 and is part of the Trident Partners team, where he leads manager due diligence.1 Imeson also works with the Jackson Hole Partners team at UBS.2

In his role, William is skilled in economic analysis, portfolio management, and other aspects of wealth management.3 He holds the Chartered Financial Analyst (CFA) designation, which indicates a high level of expertise in investment analysis and portfolio management.3

Imeson's responsibilities at UBS include:

  1. Leading manager due diligence for Trident Partners
  2. Working with ultra-high net worth (UHNW) clients
  3. Providing wealth strategy services

His LinkedIn profile username is william-imeson-2026065b, as specified in the query.

Highlights

Apr 25 · zippia.com
UBS Salaries: How Much Does UBS Pay In 2025? - Zippia

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William Imeson
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Location

New York, New York, United States