Jason "Tito" Sanchez Founder
Chief Financial Officer of Oban Wealth Management
Prior to founding Oban Wealth Management, Tito Sanchez spent five years at UBS Financial Services, Inc. in New Orleans managing a book of corporate retirement plans and individual investment accounts for high-net-worth individuals in the oil and gas business. At UBS, he was the first advisor to open a $1 million account with CDC/IXIS Advisors. In 2006, just after the devastation of Hurricane Katrina, the UBS New Orleans office ranked second only to the UBS Manhattan in revenue.
Tito began his career in investment management in 1994 at the Liechtenstein Global Trust (LGT) asset management division in Hong Kong, where he provided marketing and investment research support for clients with assets under management in excess of $12 billion.
Tito’s presentations and articles were featured at the IMF/World Bank Conference in Hong Kong during the 1997 Global Panel. He also worked to establish LGT’s "GT Select" Fund-of-Funds product as a vehicle for Hong Kong’s Mandatory Provident Fund pensions retirement scheme, and gave regular seminars for LGT’s retirement scheme and pension fund clients throughout Asia.
Tito earned his MBA in finance and international business from Tulane University’s Freeman School of Business in 2003. He received an MA in Chinese History from the School of Oriental and African Studies, the University of London in 2000, leading to further postgraduate work in Chinese at the University of Pennsylvania. He has also read classical Chinese at the National Taiwan Normal University. He earned his undergraduate degree in classical rhetorical theory from Tulane University in 1992.
In 2001, just weeks before September 11, he completed a project working for the American Numismatic Society and the Federal Reserve Bank of New York, assisting in the creation of the "Drachmas, Doubloons, Dollars: The History of Money" exhibition, which may be viewed today at the Federal Reserve building in lower Manhattan at 33 Liberty Street.
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