K Street Partners-UBS Financial Services Inc

UBS Financial Services, located on K Street N.W. in Washington, D.C., is a branch office owned and operated by its parent company, UBS Financial Services. UBS is a global financial services firm, whose clients include affluent individuals, corporations, institutions and governments. The company offers a range of financial services, including financial planning, retirement planning, estate planning, investment solutions, lending services and business retirement benefit planning. UBS maintains a presence in all major financial centers worldwide. It has more than 1,500 offices in 50 countries, with 39% of its employees working in the Americas, 38% in Switzerland, 16% in Europe and 7% in the Asia Pacific time zone.

James L. Koltes is a Senior Vice President at UBS Financial Services Inc., bringing over four decades of experience in institutional equity sales and wealth management. His extensive background includes leadership roles at prominent financial organizations and a commitment to quality client service and long-term relationships. In addition to his professional achievements, Mr. Koltes has been actively involved in various financial and charitable organizations, including the Navy-Marine Corps Relief Society and the District of Columbia Retirement Board. He holds a BA in Economics from the University of Notre Dame and has served as a Lieutenant in the United States Navy, with his experiences detailed in Max Hastings' book on the Vietnam War. Generated from the website