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Monday, Nov 4, 2024

Leaders of Influence: Wealth Managers- Jesse Amarillas

Jesse Amarillas
Managing Director, Private Wealth Advisor
UBS Wealth Management USA

Jesse Amarillas is a nationally recognized financial advisor with over 20 years of experience. In his role at UBS Wealth Management USA, he is uniquely positioned to help corporations manage the complexities of equity compensation plan administration, with a specialized focus on executives and board members of publicly traded companies.  Amarillas leads a Century City-based team that is committed to educating public company employees about the tools available to them, and specifically the services offered to executives and board members, including 10B5-1 trading plans, Rule 144, and cashless stock option exercise and sales. He graduated from the UCLA with degrees in biology and economics, joining UBS in 2009 to manage private clients with a focus on families that have a net worth of more than $10 million. As senior portfolio manager, he has a special designation within UBS that allows him to run portfolios in equity and fixed income.

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