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$3.1 trillion
In invested assets globally
As of 03/31/2021
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Alex, a Financial Advisor and Senior Portfolio Manager of UBS's Portfolio Management Program, believes his strongest assets are the relationships he's established with his clients. With 31 years of experience and knowledge, Alex offers customized wealth management advice and personalized service. He works closely with his clients to develop an investment strategy tailored to their needs. This requires a thorough understanding of his client's objectives, risk parameters and investment timeframe, and assures that his clients have realistic expectations and an understanding of the risks and rewards inherent in their investments.
Investment management is just the beginning. Alex contact's his clients regularly to communicate investment results, reiterate discipline, and stay informed of their ever-changing needs. By developing disciplined investment plans based on each client's goals, he offers wealth management strategies for today and years to come.
In addition to his career, Alex is actively involved in his community. He serves on the boards of a non profit that raises money for the public school in his community. His hobbies include travel, reading, music, skiing, golf, and running. Alex, his wife, two children, and new puppy Rosie live in Mill Valley, California.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Alex, a Financial Advisor and Senior Portfolio Manager of UBS's Portfolio Management Program, believes his strongest assets are the relationships he's established with his clients. With 31 years of experience and knowledge, Alex offers customized wealth management advice and personalized service. He works closely with his clients to develop an investment strategy tailored to their needs. This requires a thorough understanding of his client's objectives, risk parameters and investment timeframe, and assures that his clients have realistic expectations and an understanding of the risks and rewards inherent in their investments.
Investment management is just the beginning. Alex contact's his clients regularly to communicate investment results, reiterate discipline, and stay informed of their ever-changing needs. By developing disciplined investment plans based on each client's goals, he offers wealth management strategies for today and years to come.
In addition to his career, Alex is actively involved in his community. He serves on the boards of a non profit that raises money for the public school in his community. His hobbies include travel, reading, music, skiing, golf, and running. Alex, his wife, two children, and new puppy Rosie live in Mill Valley, California.
Personal & Community
Education
Credentials
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.1 trillion
In invested assets globally
As of 03/31/2021
51 countries
Our global footprint
Global leader
UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020
