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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 ten major market corrections and two 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 benefited 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 annuities licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich. My wife and I live with our three children in Tiburon, CA. 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 ten major market corrections and two 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 benefited 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 annuities licenses. I am a graduate of the Swiss Commercial School in Horgen/Zurich. My wife and I live with our three children in Tiburon, CA. The entire family enjoys spending time outdoors where I practice my lifelong passion in photography.
California Insurance License 0E18449
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
