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$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Managing Director–Wealth Management
I began my career at UBS in Switzerland in 1979 working at several UBS branches before being accepted as a Management Trainee in New York in 1987. A year later I was offered a position in the San Francisco office. Since then I have been servicing both high net-worth individuals and institutional clients, successfully guiding them through major market corrections and four recessions. The average tenure of my clients is over 25 years.
For over two decades I have been educating my clients about the benefits of gold as an alternative asset class and portfolio diversifier. UBS is a leader in this area and many of my clients have benefitted from our expertise. Throughout my career my fundamental goals have been to offer the best possible service in the Swiss tradition of quality and excellence while drawing on the global resources of UBS.
I am FINRA registered and hold Series 7 and 63 securities licenses as well as insurance and variable annuity licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich, being fluent in German, English, French, Italian and Spanish. My wife and I live in Tiburon. The entire family enjoys spending time outdoors where I practice my lifelong passion in photography.
California Insurance License 0E18449
Lets connect
Managing Director–Wealth Management
I began my career at UBS in Switzerland in 1979 working at several UBS branches before being accepted as a Management Trainee in New York in 1987. A year later I was offered a position in the San Francisco office. Since then I have been servicing both high net-worth individuals and institutional clients, successfully guiding them through major market corrections and four recessions. The average tenure of my clients is over 25 years.
For over two decades I have been educating my clients about the benefits of gold as an alternative asset class and portfolio diversifier. UBS is a leader in this area and many of my clients have benefitted from our expertise. Throughout my career my fundamental goals have been to offer the best possible service in the Swiss tradition of quality and excellence while drawing on the global resources of UBS.
I am FINRA registered and hold Series 7 and 63 securities licenses as well as insurance and variable annuity licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich, being fluent in German, English, French, Italian and Spanish. My wife and I live in Tiburon. The entire family enjoys spending time outdoors where I practice my lifelong passion in photography.
California Insurance License 0E18449
Lets connect
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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