Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three Business people

Charles Lore, CFA, CFP, ChFC

Senior Vice President–Wealth Management

Financial Advisor

Chuck Lore, CFA, CFP®, ChFC of our New York office holds the Chartered Financial Analyst (CFA) designation from the Association for Investment Management and Research, and the CERTIFIED FINANCIAL PLANNER (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.

Registered States:
  • CA
  • CT
  • DC
  • FL
  • IN
  • MI
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
1251 Avenue of Americas
2nd Floor
New York, NY 10020
  • (212) 626-8540

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$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

Insights