James Broyd

James Broyd is a Senior Wealth Strategy Associate at UBS Private Wealth Management, specializing in guiding business owners in the transition from entrepreneurs to investors.

With a background in finance and strategic communication, James aims to help clients navigate challenges such as tying up net worth in operating companies, liquidity needs, and wealth transfer.

He holds an MBA in Finance from the University of Tampa and a Bachelor of Arts in Strategic Communication and International Business from The Ohio State University.

Throughout his professional journey, James has honed his skills through internships in wealth management at UBS, work experience at The Football Association, and leadership roles at Potbelly Sandwich Works.

James Broyd collaborates with the Schaefer/Taff team, collectively boasting over 50 years of combined experience in assisting clients with identifying long-term objectives, wealth transfer to children, and charitable giving post the sale of a business.