Ken Josefsberg - UBS Financial Services Inc.

John Halperin is a Senior Vice President of Wealth Management at UBS Financial Services Inc., specializing as an Athletes and Entertainers Consultant. His team provides a personalized and highly individualized approach to financial planning, focusing on achieving clients' liquidity, longevity, and legacy needs through comprehensive strategies tailored to the unique complexities faced by successful entrepreneurs and entertainment professionals.

Recognized multiple times by Forbes as one of the Best-in-State Wealth Advisors, Halperin combines decades of expertise with strategic access to UBS's vast resources to simplify the financial lives of his clients. Key services include goals-based investment management, longevity and tax planning, wealth transfer strategies, and life transition planning, all designed to align with clients' personal and professional aspirations.

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