$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Accessing the sophisticated resources of UBS Private Wealth Management, we deliver a tailored plan that integrates all of your complex investing, planning and financing priorities. No matter what you seek to accomplish with your wealth, our team offers a seasoned perspective and proactive problem solving . We hope to be the one financial resource you'll ever need for trusted financial advice and the right path toward your goals.
Private Wealth Management is a division within UBS Financial Services Inc.
Regina Bronson has comprehensive experience advising ultra-high-net-worth individuals, families, not-for-profit organizations and family offices across investment management, trust and estate structuring, philanthropy and lending. Regina spent the past 10 years at Goldman Sachs as a Private Wealth Advisor. Prior to joining Goldman Sachs, she was a Senior Banker at J.P. Morgan Private Bank, managing some of the most strategic client relationships at the firm. Previously, Regina ran Strategic Relationship Management for Bank of America, in which her team advised investment banking clients going through corporate transactions on private wealth management issues triggered by their corporate deals. She began her career at Goldman Sachs, where she spent nine years, first as an Associate in Mergers & Acquisitions then in Private Wealth Management, where she ran Strategic Relationship Management.
Regina earned a JD, cum laude, from Harvard Law School, and is admitted to the New York Bar Association. She earned a bachelor’s degree from Wesleyan University and was a member of the academic honor society Phi Beta Kappa. Regina is a board member of The Bronx Science Alumni Foundation.
Alex Gitomer provides customized investment advice and comprehensive wealth management solutions to ultra-high-net-worth families, not-for-profit organizations and certain institutional clients. Alex spent the past 10 years at Goldman Sachs. Prior to joining Goldman Sachs, Alex spent five years as a Senior Investment Specialist in the Financial Sponsors Group at J.P. Morgan Private Bank, where he advised private equity firm founders and other strategic clients. He also held roles at J.P. Morgan in Investment Strategy, directly supporting the Chief Investment Officer and Global Head of Portfolio Construction.
Alex graduated from Cornell University with a bachelor’s degree in Operations Research and Industrial Engineering (ORIE). He is also a member of Cornell's ORIE Advisory Council and is on the board of trustees of The Jewish Board of Family and Children's Services. Alex is a Chartered Financial Analyst® (CFA®) charterholder and member of the New York Society of Security Analysts.
Christina helps to provide ultra-high-net-worth families, not-for-profit organizations and family offices with customized investment management solutions, trust and estate planning and lending services. Christina spent the past four years with Goldman Sachs as a Financial Analyst and Business Development Professional in Private Wealth Management. She began her career in financial services with Goldman Sachs as a Summer Analyst in 2019.
Christina graduated from the A.B. Freeman School of Business at Tulane University with a bachelor’s degree in Finance and Marketing.
Regina Bronson has comprehensive experience advising ultra-high-net-worth individuals, families, not-for-profit organizations and family offices across investment management, trust and estate structuring, philanthropy and lending. Regina spent the past 10 years at Goldman Sachs as a Private Wealth Advisor. Prior to joining Goldman Sachs, she was a Senior Banker at J.P. Morgan Private Bank, managing some of the most strategic client relationships at the firm. Previously, Regina ran Strategic Relationship Management for Bank of America, in which her team advised investment banking clients going through corporate transactions on private wealth management issues triggered by their corporate deals. She began her career at Goldman Sachs, where she spent nine years, first as an Associate in Mergers & Acquisitions then in Private Wealth Management, where she ran Strategic Relationship Management.
Regina earned a JD, cum laude, from Harvard Law School, and is admitted to the New York Bar Association. She earned a bachelor’s degree from Wesleyan University and was a member of the academic honor society Phi Beta Kappa. Regina is a board member of The Bronx Science Alumni Foundation.
Alex Gitomer provides customized investment advice and comprehensive wealth management solutions to ultra-high-net-worth families, not-for-profit organizations and certain institutional clients. Alex spent the past 10 years at Goldman Sachs. Prior to joining Goldman Sachs, Alex spent five years as a Senior Investment Specialist in the Financial Sponsors Group at J.P. Morgan Private Bank, where he advised private equity firm founders and other strategic clients. He also held roles at J.P. Morgan in Investment Strategy, directly supporting the Chief Investment Officer and Global Head of Portfolio Construction.
Alex graduated from Cornell University with a bachelor’s degree in Operations Research and Industrial Engineering (ORIE). He is also a member of Cornell's ORIE Advisory Council and is on the board of trustees of The Jewish Board of Family and Children's Services. Alex is a Chartered Financial Analyst® (CFA®) charterholder and member of the New York Society of Security Analysts.
Christina helps to provide ultra-high-net-worth families, not-for-profit organizations and family offices with customized investment management solutions, trust and estate planning and lending services. Christina spent the past four years with Goldman Sachs as a Financial Analyst and Business Development Professional in Private Wealth Management. She began her career in financial services with Goldman Sachs as a Summer Analyst in 2019.
Christina graduated from the A.B. Freeman School of Business at Tulane University with a bachelor’s degree in Finance and Marketing.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our October House View live conversation, featuring insights from Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas, and Paul Hsiao, Asset Allocation Strategist, CIO Americas.
03 October 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager