Email Me
$2.8 trillion
In invested assets globally
As of 06/30/2022
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Managing Director–Wealth Management
Alon has over two decades in experience with helping clients manage their wealth through emphasis on asset allocation, portfolio risk management, and retirement planning. He completed the Wealth Advisor program at UBS and is among a select group of financial advisors entrusted to manage client assets with discretion using the Portfolio Management Program. Alon graduated from Northwestern University in 1992 with a bachelor's degree in economics and philosophy, and is also Series 7, 66, and insurance licensed. He finds pleasure in golfing with his wife Robin and river rafting.
Education
Credentials
Managing Director–Wealth Management
Alon has over two decades in experience with helping clients manage their wealth through emphasis on asset allocation, portfolio risk management, and retirement planning. He completed the Wealth Advisor program at UBS and is among a select group of financial advisors entrusted to manage client assets with discretion using the Portfolio Management Program. Alon graduated from Northwestern University in 1992 with a bachelor's degree in economics and philosophy, and is also Series 7, 66, and insurance licensed. He finds pleasure in golfing with his wife Robin and river rafting.
Education
Credentials
$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
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.
