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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 24 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 Senior Vice President 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 24 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 Senior Vice President 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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
