Let's move forward. Together.

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.

Empty office space

Alexander Cass

First Vice President–Wealth Management

Alex Cass joined UBS Financial Services, Inc. in 2015. As a Financial Advisor at UBS, his clients are entrepreneurs, current and retired corporate executives, hedge fund and private equity principals, family offices, small business owners, not-for-profit organizations and endowments. His primary mission is to analyze each client’s financial needs, then implement a financial plan to help them reach their personal wealth goals.

Prior to UBS, Alex worked at Credit Suisse Private Bank in New York City as a Private Banker from 2010 to 2015. He also previously worked at Bloomberg Financial managing the firm’s business relationships with hedge funds and private equity firms. He served as a Peace Corps Volunteer in Africa working in healthcare and small business sectors.

Alex earned a B.A. from Rutgers College, where he was a four year scholarship tennis player, and an M.B.A. from the Johnson School at Cornell University. He holds Series 7, 66 and New York State Health and Life Insurance licenses. He resides in Brooklyn, NY, with his wife and two children. Alex's interests include playground time with his children, tennis, travelling, and the outdoors of Litchfield County, CT.

Registered States:
  • AR
  • CA
  • CT
  • DC
  • FL
  • IL
  • MA
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • PA
  • TX
  • VT

Education

  • B.A., Rutgers College
  • M.B.A., Johnson School at Cornell University
299 Park Avenue
New York, NY 10171
  • (212) 309-3252

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights