John Davis, CRPC
Executive Director, Corporate Services & Retirement Solutions


John is responsible for all marketing strategy, planning and execution for three UBS Wealth Management businesses: Institutional Consulting, 401(k) and Equity Plan Advisory Services. He uncovers insights, trends and decision-making drivers which he uses in the creation and execution of comprehensive marketing strategies to support growth for the businesses.

With more than 20 years of broad financial industry experience and a specific focus in product management and marketing of retirement products and solutions, John brings valuable expertise to an already exceptional team. Most recently, he was a Senior Vice President and Director of Retirement Plans for Citi Personal Wealth Management. Prior to that, he served as Vice President of Integrated Marketing and also Vice President of Retirement Product Management at OppenheimerFunds.

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