Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
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.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
