GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
James Jack
James Jack leads the UBS Business Owners Client Segment within UBS’s National Sales organization, where he helps financial advisors deliver comprehensive solutions for business owners and entrepreneurs, with a focus on exit and succession planning....
ABOUT JAMES
James Jack leads the UBS Business Owners Client Segment within UBS’s National Sales organization, where he helps financial advisors deliver comprehensive solutions for business owners and entrepreneurs, with a focus on exit and succession planning. He also oversees UBS’s Employee Stock Ownership Plan (ESOP) program, guiding advisors and clients through ESOP strategies and implementation. Since founding the Business Owners Segment in 2018, James has supported advisors and clients through key transition events—from M&A and succession planning to navigating challenges like the COVID-19 pandemic. He has been with UBS since 2006 in various leadership roles across banking, lending, and business strategy. James holds a BS in Finance and Economics from NYU’s Stern School of Business and the Certified Exit Planning Advisor (CEPA®) designation. He also serves on the board of the Bronx Academy of Letters Foundation.