Lasting relationships. For all that matters

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Through all the challenges investors under 40 have faced, your values and financial confidence have never wavered. We can help you plan for your lifelong goals. Whether your savings are built independently through your career, inherited or both, the earlier you begin investing, the more your wealth can do for you—and the world.

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Christopher Coram

Senior Vice President–Wealth Management

Financial Advisor

Chris Coram has had a distinguished career in the financial industry, beginning in 1998 at HSBC Bank. During his tenure at HSBC, he worked as a regional sales manager in the mortgage acquisitions group until 2007. Following his time at HSBC, Chris joined Goldman Sachs from 2007 to 2008, where he was part of the Fixed Income Currency & Commodities Group.

In 2008, Chris transitioned to Alliance Bernstein, where he served as a financial advisor until 2013. Since 2013, Chris has been with UBS Global Wealth Management, and currently holds the position of Senior Vice President and Financial Advisor.

On a personal note, Chris is married to Shannon Coram and has two boys, Parker (13) and Brooks (11). He enjoys playing golf, spending time outdoors, and cooking. Chris has also been actively involved in community service, having served as a former Planned Giving Council Member at Tampa General Hospital as well as The Voices For Children.

Chris graduated from Florida State University in 1997 with a Bachelor of Science in Finance.

Registered States:
  • AL
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • MI
  • MN
  • MO
  • NC
  • NJ
  • OH
  • TN
  • TX
  • VA
  • WI
  • WY

Education

  • Bachelors of Finance, Florida State University, 1993 - 1997

Credentials

  • Series 7, 31 and 66 securities licenses 
  • Life, Health and Variable Annuity Licenses
  • CA Insurance License: 4290585
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602

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A leading global wealth manager

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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.

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As of 12/31/2024

51 countries

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UBS is a leading and truly global wealth manager

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