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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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