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$5+ trillion
In invested assets globally
As of 11/07/2023
![[PWM] Madrid, Spain](mediahandler/dynamicmedia/512605/_PWM_ Madrid architecture-YC.jpg)
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 over four decades, Bud has been delivering unbiased wealth management guidance and independent thinking to individuals, families, business owners, employer benefit plans and charitable foundations. Bud is a lifelong learner whose intellectual curiosity is pressed to service our clients. He uses UBS connections and resources as well as highly competent teammates at KWM Group to provide clients a comprehensive family office solution. Through planning, Bud helps his clients focus on the goals they want to achieve today while instilling confidence in the future and the legacy they hope to leave behind.
Bud's experience and unwavering commitment to helping his clients make the right choices has earned him multiyear recognition.
Bud holds the Chartered Financial Analyst® 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. Bud holds an airline transport pilot license with a Cessna CE-525 type rating.
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
Managing Director–Investments
For over four decades, Bud has been delivering unbiased wealth management guidance and independent thinking to individuals, families, business owners, employer benefit plans and charitable foundations. Bud is a lifelong learner whose intellectual curiosity is pressed to service our clients. He uses UBS connections and resources as well as highly competent teammates at KWM Group to provide clients a comprehensive family office solution. Through planning, Bud helps his clients focus on the goals they want to achieve today while instilling confidence in the future and the legacy they hope to leave behind.
Bud's experience and unwavering commitment to helping his clients make the right choices has earned him multiyear recognition.
Bud holds the Chartered Financial Analyst® 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. Bud holds an airline transport pilot license with a Cessna CE-525 type rating.
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
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
