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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Chris is a senior partner in the Newton Group focused on understanding each client so that the team can tailor their offerings based on individual needs and objectives. Chris uses his extensive fixed income experience in overseeing income strategies, alternative short term cash management strategies and lending needs.
Chris is a Certified Financial Planner™ practitioner and is a graduate of the School of Commerce and Business at the University of Illinois. The CFP® designation provides Chris with the additional expertise he brings to each planning discussion with clients. Prior to becoming a Financial Advisor in 2004, he was a long standing member of the Chicago Board of Trade working as a derivative specialist in US Treasury Bonds. Chris uses his past experience to help clients stay disciplined and have confidence in their investment strategy. In volatile markets, separating investment decisions from emotions is critical. It could mean the difference between missing and exceeding clients' long term goals.
Chris lives in the Keowee Key community on beautiful Lake Keowee. He enjoys golf, gardening and slow lake cruises with his wife Kim and their dog, Maddie.
Senior Vice President–Wealth Management
Chris is a senior partner in the Newton Group focused on understanding each client so that the team can tailor their offerings based on individual needs and objectives. Chris uses his extensive fixed income experience in overseeing income strategies, alternative short term cash management strategies and lending needs.
Chris is a Certified Financial Planner™ practitioner and is a graduate of the School of Commerce and Business at the University of Illinois. The CFP® designation provides Chris with the additional expertise he brings to each planning discussion with clients. Prior to becoming a Financial Advisor in 2004, he was a long standing member of the Chicago Board of Trade working as a derivative specialist in US Treasury Bonds. Chris uses his past experience to help clients stay disciplined and have confidence in their investment strategy. In volatile markets, separating investment decisions from emotions is critical. It could mean the difference between missing and exceeding clients' long term goals.
Chris lives in the Keowee Key community on beautiful Lake Keowee. He enjoys golf, gardening and slow lake cruises with his wife Kim and their dog, Maddie.
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
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
