$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Get your financial future on track
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Peter has worked at UBS since 1992. He has earned the UBS “Wealth Advisor” designation. He has been awarded the Forbes designation for Best-in-State Advisor for 2021, 2022, 2023, 2024. He was named a "Best in Vail Valley" Financial Advisor for 2023 and 2024.
He has guided affluent professionals, business owners and retirees with their investments and personalized financial planning. Peter is well known for his seminars on numerous financial topics.
Peter was the past chairman, is a member of the board of directors, and chairs the finance committee of "I Have a Dream" Foundation of Boulder County since 2004. He served on the board of directors of the Boulder Chamber of Commerce from 2013-2019. Peter was a past chairman of the Boy Scout Distinguished Citizen Awards Dinner and has been on the dinner committee since 2008.
Peter received his M.B.A. and a B.S. in Business Administration from The Ohio State University. Before his career as a Financial Advisor, he was a world-ranked tennis player and later taught tennis in Maui, Vail, and Aspen. He was invited to teach tennis at Arthur Ashe Kids' Day at the U.S. Open. A native of Buffalo, NY, he was inducted into the Buffalo Tennis Hall of Fame. He has been ranked #1 in Colorado numerous times in his age division. He won a Gold Medal in tennis at The Huntsman Senior Games.
Peter has hiked to Mount Everest base camp, and Mount Kilimanjaro, to raise money for various charities. He was the runner up in the "Dancing with the Boulder Stars" competition and was named a "Community Champion" by the YWCA.
Peter is married to Dr. Megan Weber, a dermatologist, and has a son, Oliver. Oliver is 9 years old, and is an avid skier and soccer player.
In his 15th year with UBS, Stewart has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which entails extensive training in financial planning, estate planning, insurance, investments, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.
Stewart believes that financial success comes from proper planning and he is passionate about helping our clients identify the concrete steps they can take to achieve their goals.
Stewart received his M.A. in global finance and economics from the University of Denver and a B.S. from Colorado State University.
When he’s not helping clients grow their wealth he enjoys all that the Colorado mountains have to offer - rafting, biking and skiing with his wife Dr. Nicole Garneau and 8 year old daughter, Georgia.
Tennessee Lee has been with UBS since 2022 and specializes in supporting our clients with all of their financial needs.
Tennessee is originally from the Nashville area. His family moved to Boulder, and he attended Fairview High School. He attended Santa Barbara College and played baseball for a year, before returning to Boulder to attend the University of Colorado. He graduated with honors in political science. Tennessee is from a long family of financial professionals, including his grandfather, who was a trader on the NYSE. He previously worked at another firm in the financial service industry for two years before joining UBS.
Tennessee lives in Denver with his fiancé Kate, and their two golden retrievers. He loves to hike, read, practice yoga, and play baseball. He is an avid fan of the Colorado Buffaloes and the New York Yankees.
Anjali Sandhu is productivity focused professional with over two decades of administrative experience. Anjali is passionate about deepening relationships with our clients and providing them with excellent service. She joined UBS in 2022 after working for another financial firm for seven years.
Anjali was born in New Delhi, India. She completed a Bachelors of Science followed by Masters in English Literature and Journalism. In India, she worked in advertising, marketing and documentary film making. She came to the United States in 2002. She has worked in commercial and residential real estate, and for Johnson & Johnson.
Anjali loves travelling, yoga, hiking, walking, reading, cooking and entertaining friends and family. After living in Chicago and Scottsdale, Arizona, she now calls Broomfield home. Her dog, Charlie Brown, comes to the office with her each day.
Peter has worked at UBS since 1992. He has earned the UBS “Wealth Advisor” designation. He has been awarded the Forbes designation for Best-in-State Advisor for 2021, 2022, 2023, 2024. He was named a "Best in Vail Valley" Financial Advisor for 2023 and 2024.
He has guided affluent professionals, business owners and retirees with their investments and personalized financial planning. Peter is well known for his seminars on numerous financial topics.
Peter was the past chairman, is a member of the board of directors, and chairs the finance committee of "I Have a Dream" Foundation of Boulder County since 2004. He served on the board of directors of the Boulder Chamber of Commerce from 2013-2019. Peter was a past chairman of the Boy Scout Distinguished Citizen Awards Dinner and has been on the dinner committee since 2008.
Peter received his M.B.A. and a B.S. in Business Administration from The Ohio State University. Before his career as a Financial Advisor, he was a world-ranked tennis player and later taught tennis in Maui, Vail, and Aspen. He was invited to teach tennis at Arthur Ashe Kids' Day at the U.S. Open. A native of Buffalo, NY, he was inducted into the Buffalo Tennis Hall of Fame. He has been ranked #1 in Colorado numerous times in his age division. He won a Gold Medal in tennis at The Huntsman Senior Games.
Peter has hiked to Mount Everest base camp, and Mount Kilimanjaro, to raise money for various charities. He was the runner up in the "Dancing with the Boulder Stars" competition and was named a "Community Champion" by the YWCA.
Peter is married to Dr. Megan Weber, a dermatologist, and has a son, Oliver. Oliver is 9 years old, and is an avid skier and soccer player.
In his 15th year with UBS, Stewart has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which entails extensive training in financial planning, estate planning, insurance, investments, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.
Stewart believes that financial success comes from proper planning and he is passionate about helping our clients identify the concrete steps they can take to achieve their goals.
Stewart received his M.A. in global finance and economics from the University of Denver and a B.S. from Colorado State University.
When he’s not helping clients grow their wealth he enjoys all that the Colorado mountains have to offer - rafting, biking and skiing with his wife Dr. Nicole Garneau and 8 year old daughter, Georgia.
Tennessee Lee has been with UBS since 2022 and specializes in supporting our clients with all of their financial needs.
Tennessee is originally from the Nashville area. His family moved to Boulder, and he attended Fairview High School. He attended Santa Barbara College and played baseball for a year, before returning to Boulder to attend the University of Colorado. He graduated with honors in political science. Tennessee is from a long family of financial professionals, including his grandfather, who was a trader on the NYSE. He previously worked at another firm in the financial service industry for two years before joining UBS.
Tennessee lives in Denver with his fiancé Kate, and their two golden retrievers. He loves to hike, read, practice yoga, and play baseball. He is an avid fan of the Colorado Buffaloes and the New York Yankees.
Anjali Sandhu is productivity focused professional with over two decades of administrative experience. Anjali is passionate about deepening relationships with our clients and providing them with excellent service. She joined UBS in 2022 after working for another financial firm for seven years.
Anjali was born in New Delhi, India. She completed a Bachelors of Science followed by Masters in English Literature and Journalism. In India, she worked in advertising, marketing and documentary film making. She came to the United States in 2002. She has worked in commercial and residential real estate, and for Johnson & Johnson.
Anjali loves travelling, yoga, hiking, walking, reading, cooking and entertaining friends and family. After living in Chicago and Scottsdale, Arizona, she now calls Broomfield home. Her dog, Charlie Brown, comes to the office with her each day.
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.
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.
Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money to do so? What’s the point of it? And why should you care?
Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 June 2024
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
More than 160 years
offering financial advice