Estate Planning and Charitable Giving Seminar

Monday, June 11
1:00 PM - 2:00 PM

Location: 308

Jamie Ingoe

Senior Portfolio Manager

Listed by Forbes® magazine and SHOOK research as one of the "Top Next Gen Advisors in America,” Jamie Ingoe is a Senior Portfolio Manager for BoundaryRock Wealth Management at UBS. Jamie started his career over a decade ago, and today specializes as a senior portfolio manager with specialties in security selection with a focus on global macro and strategy.

Jamie holds financial education in high regard and enjoys his time as an adjunct professor and speaker through many colleges and universities detailing the topics of investing, financial planning, and challenges that investors face in today's ever changing environment. Jamie speaks and presents across the country for different companies and associations on a variety of investment and financial planning related topics.

Jamie holds the Certified Investment Management Analyst (CIMA®) accreditation conferred by the Investment Management Consultants Association through The Wharton School, and serves as a board member of Corolla Beach Rescue where college students find summer employment safeguarding the beaches of the Outer Banks in North Carolina.

Jamie enjoys spending time with his wife Betsy and children Addison, Benjamin, and Olivia.


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Estate Planning and Charitable Giving Seminar

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