$3.9 trillion
In invested assets globally
As of 12/31/2022
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: 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.
Managing Director–Investments
For more than 30 years, Bud has been successfully delivering unbiased wealth management guidance and independent thinking to both individual and institutional clients, including employer benefit plans and charitable foundations. Bud holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the St. Louis Society of Financial Analysts. He earned an M.B.A. in finance from the University of Missouri and a B.S. in mechanical engineering from the University of Illinois. “When it comes to helping clients pursue their goals, my ears are my best resource.”
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
Credentials
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager