James Koltes - UBS Financial Services Inc.
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James L. Koltes is a Senior Vice President at UBS Financial Services Inc., bringing over four decades of experience in institutional equity sales and wealth management. His extensive background includes leadership roles at prominent financial organizations and a commitment to quality client service and long-term relationships.
In addition to his professional achievements, Mr. Koltes has been actively involved in various financial and charitable organizations, including the Navy-Marine Corps Relief Society and the District of Columbia Retirement Board. He holds a BA in Economics from the University of Notre Dame and has served as a Lieutenant in the United States Navy, with his experiences detailed in Max Hastings' book on the Vietnam War.
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