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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.
Senior Vice President–Wealth Management
We run a wealth management team that focuses on creating detailed individual financial plans tailored to you, the client. By incorporating your total financial picture of personal savings, investments, retirement and insurance we look to solve for your needs and wants. The detailed process starts and ends with you and we never stop working to improve on the plan.
I have earned the Chartered Retirement Planning Counselor designation and the Chartered Retirement Plans Specialist designation, both professional designations awarded by the College for Financial Planning. The above designations provided in-depth knowledge helping individuals and corporate retirement plans with needs both before, during and after retirement.
I earned my bachelor's degree from Syracuse University. My wife and I live with our three children in North Salem, New York.
CA License # 1919973
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
Credentials
Senior Vice President–Wealth Management
We run a wealth management team that focuses on creating detailed individual financial plans tailored to you, the client. By incorporating your total financial picture of personal savings, investments, retirement and insurance we look to solve for your needs and wants. The detailed process starts and ends with you and we never stop working to improve on the plan.
I have earned the Chartered Retirement Planning Counselor designation and the Chartered Retirement Plans Specialist designation, both professional designations awarded by the College for Financial Planning. The above designations provided in-depth knowledge helping individuals and corporate retirement plans with needs both before, during and after retirement.
I earned my bachelor's degree from Syracuse University. My wife and I live with our three children in North Salem, New York.
CA License # 1919973
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
Credentials
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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