Jason Schlesinger

Jason Schlesinger is a Managing Director–Wealth Management, Financial Advisor, and Portfolio Manager with UBS Financial Services Inc., where he helps families, foundations, and business owners navigate complex markets with a focus on fixed income, tax-efficient portfolios, and full-balance-sheet planning. With more than two decades of experience at firms including Robert W. Baird, Wells Fargo, and Bank of America, Jason combines quantitative discipline with a highly personal advisory style that emphasizes long-term goals over short-term noise. He studied finance at Boston University and has completed advanced coursework through the Wharton School's Executive Education program and Golden Gate University, reflecting his commitment to staying current on market structure, regulation, and portfolio theory. In 2020, he was named to the Forbes list of Best-In-State Wealth Advisors for Northern California.

Beyond his advisory work, Jason serves on the board of the PNOC Foundation, whose vision is to "lose no child to brain cancer" by accelerating global clinical trials and breakthrough therapies for children with brain tumors. He is also a board member of The Better Angels Society, which supports documentary films that deepen public understanding of American history, and serves on the Make-A-Wish Foundation investment committee through the Greater Bay Area Finance Committee. Across these roles, Jason brings the same analytical rigor and long-view perspective he applies in wealth management to philanthropy, helping connect capital with high-impact organizations that improve the lives of children and families.