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$5+ trillion
In invested assets globally
As of 11/07/2023
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Alan has over 35 years of experience in wealth and asset management. Prior to joining UBS in 2012, Alan spent his career at Merrill Lynch as a First Vice President. As a Portfolio Manager, he has developed a detailed portfolio construction process geared to helping his clients meet their life goals while attempting to manage their risk. Alan is a CRPC® which enables him to create a holistic Financial Plan encompassing all aspects of a client's financial life including liability management. Alan received his B.A. from the University of Vermont. He lives in Roslyn, New York with his wife Dana.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Alan has over 35 years of experience in wealth and asset management. Prior to joining UBS in 2012, Alan spent his career at Merrill Lynch as a First Vice President. As a Portfolio Manager, he has developed a detailed portfolio construction process geared to helping his clients meet their life goals while attempting to manage their risk. Alan is a CRPC® which enables him to create a holistic Financial Plan encompassing all aspects of a client's financial life including liability management. Alan received his B.A. from the University of Vermont. He lives in Roslyn, New York with his wife Dana.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
