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$6 trn
UBS Group invested assets
As of 12/31/2024
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
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
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
