Jose Rivera is a Managing Director and Senior Portfolio Manager at UBS Financial Services, Inc. As a senior member of the JMR Wealth Management Group, he leads/oversees a team of Certified Financial Planners™, Certified Investment Management AnalystsSM, Certified Portfolio Manager and Senior Client Service Associates who collectively possess more than 100 years’ experience in the financial services industry.
Mr. Rivera has over 30 years of financial industry experience and has been a top ranking Financial Advisor at UBS Financial Services and at his predecessor firm, Morgan Stanley. A Morgan Stanley employee for 23 years, he began his career in 1986 as a Financial Advisor and quickly became the top financial advisor in his office. Prior to joining UBS, Mr. Rivera was ranked in the top one percent of Financial Advisors at Morgan Stanley, and was a member of the firm’s prestigious Chairman’s Club. In 2006, Registered Rep magazine recognized Mr. Rivera as one of the top Financial Advisors on Wall Street with its “Outstanding Broker Award.” Later, in 2008, he and his group were selected by Research magazine’s “Winner’s Circle” as one of the top ranked Financial Advisor teams in America. That same year, Barron’s magazine ranked Mr. Rivera as one of the “Top 1,000 Financial Advisors” in the United States and “Top 100 Financial Advisors” in New York City.
Over the years Mr. Rivera has lectured with the respect to the economy and financial markets.
Mr. Rivera attended Pace University and completed the Morgan Stanley/Wharton School of Business Senior Consulting Training Program, where he obtained his Certified Investment Management Analyst® (CIMA) designation and completed the Certified Private Wealth Advisor® (CPWA) designation program offered by IMCA at the University of Chicago Graduate School of Business Executive Education. He completed his Certified Portfolio Manager® (CPM) designation at Columbia University. He has also completed the American College Chartered Life Underwriter® (CLU) designation and Certification of Estate Planning, the Continuing Education Masters of Wealth Management program at New York University and the University of Chicago Graduate School of Business Executive Education program offered to Morgan Stanley’s senior consultants.
Mr. Rivera is actively involved in community-based organizations that support causes he feels passionately about. He is a Board member of the Hispanic Federation and the Chairman of the Investment Committee for the Jackie Robinson Foundation.
He lives in New Jersey with his wife Laura.
