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$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Chad received his undergraduate degree in finance from the University of Massachusetts, Amherst and his Masters of Finance from the Boston University. At the age of 19, Chad entered the financial services industry in 2005 under the tutelage of his now retired father, Buck Adams. Together, they navigated clients through the 2008 credit crisis and Chad still employs the lessons learned from those early days of his career. Chad’s clients include corporate investors, municipalities, and high net worth families. Chad’s work and passion centers on portfolio construction, risk awareness, and investment management.
He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Exit Planning Advisor.
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.
Education
Credentials
Senior Vice President–Wealth Management
Chad received his undergraduate degree in finance from the University of Massachusetts, Amherst and his Masters of Finance from the Boston University. At the age of 19, Chad entered the financial services industry in 2005 under the tutelage of his now retired father, Buck Adams. Together, they navigated clients through the 2008 credit crisis and Chad still employs the lessons learned from those early days of his career. Chad’s clients include corporate investors, municipalities, and high net worth families. Chad’s work and passion centers on portfolio construction, risk awareness, and investment management.
He is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Certified Exit Planning Advisor.
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.
Education
Credentials
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
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