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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 began his financial services career in 2001 and joined UBS in April of 2014. He works extensively with retirees, business owners and families in all aspects of wealth management – specifically investment diversification and asset allocation, retirement income planning, insurance needs analysis, long term care planning and liability management. He is a Certified Financial Planner ™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®) and has a Portfolio Manager designation with UBS. He holds his Series 7 and 66 securities licenses, as well as life, accident and health insurance licenses. He graduated from Hartwick College where he earned a B.A in business management. Chris lives in Ballston Spa with his wife Meghan and three children Anna, Margaret and Thomas.
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
Chris began his financial services career in 2001 and joined UBS in April of 2014. He works extensively with retirees, business owners and families in all aspects of wealth management – specifically investment diversification and asset allocation, retirement income planning, insurance needs analysis, long term care planning and liability management. He is a Certified Financial Planner ™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®) and has a Portfolio Manager designation with UBS. He holds his Series 7 and 66 securities licenses, as well as life, accident and health insurance licenses. He graduated from Hartwick College where he earned a B.A in business management. Chris lives in Ballston Spa with his wife Meghan and three children Anna, Margaret and Thomas.
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
Our global footprint
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