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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
