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$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Managing Director–Wealth Management
Alex has been with UBS Financial Services since 2008. His experience in the industry spans 26 years working with other major financial services firms before joining UBS Financial Services. He has a B.A. in History from Duke University. Alex maintains his Series 7, 31, and 66 Securities Licenses as well as his Life Insurance Licenses.
A Managing Director of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, he has been a member of the President’s Council.
Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.
Recognized as an industry leader:
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
Managing Director–Wealth Management
Alex has been with UBS Financial Services since 2008. His experience in the industry spans 26 years working with other major financial services firms before joining UBS Financial Services. He has a B.A. in History from Duke University. Alex maintains his Series 7, 31, and 66 Securities Licenses as well as his Life Insurance Licenses.
A Managing Director of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, he has been a member of the President’s Council.
Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.
Recognized as an industry leader:
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
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
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UBS is a leading and truly global wealth manager
