$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Managing Director–Wealth Management
Chuck advises high net worth families, business owners, athletes and nonprofit organizations on investment matters. He joined UBS from Bernstein Private Wealth Management in December 2023, and previously held senior roles at S.S. White, a global manufacturing firm, and at Surgical Laser Technologies, a medical device firm.
Chuck holds a BA and an MBA from Clemson University, where he played football. He also played in the NFL for two seasons and is a member of the NFL Alumni and NFL Players Association. He is fluent in Spanish and basic Mandarin Chinese.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Managing Director
Market Executive
Executive Director
Wealth Planning Strategist
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Head of Family and Philanthropy Advisory
Director
WMA Salesperson
Executive Director
Philanthropy Advisory Group/Family Office Solutions Group
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager