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$2.8 trillion
In invested assets globally
As of 06/30/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Chris is in his fourth decade of developing and managing investment strategies for clients. He focuses on understanding his clients' individual circumstances and developing recommendations to suit each specific need. Through his discipline of investing for the long-term, he has navigated his clients through three market corrections while retaining the viability of their financial goals and needs. Chris is a distinguished member of the President's Council, a representation of the top 5% of all financial advisors at UBS. In 1987, he received the prestigious CERTIFIED FINANCIAL PLANNER ™ certification. He is a Senior Vice President of Wealth Management, and has earned the UBS Wealth Advisor designation. Chris received his Bachelor's degree in Finance and Commerce from Santa Clara University. Personally, he resides in his longtime community of Willow Glen with his wife Margaret, and enjoys spending time with his grandkids.
Education
Credentials
Senior Vice President–Wealth Management
Chris is in his fourth decade of developing and managing investment strategies for clients. He focuses on understanding his clients' individual circumstances and developing recommendations to suit each specific need. Through his discipline of investing for the long-term, he has navigated his clients through three market corrections while retaining the viability of their financial goals and needs. Chris is a distinguished member of the President's Council, a representation of the top 5% of all financial advisors at UBS. In 1987, he received the prestigious CERTIFIED FINANCIAL PLANNER ™ certification. He is a Senior Vice President of Wealth Management, and has earned the UBS Wealth Advisor designation. Chris received his Bachelor's degree in Finance and Commerce from Santa Clara University. Personally, he resides in his longtime community of Willow Glen with his wife Margaret, and enjoys spending time with his grandkids.
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
