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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Clarence is responsible for serving the needs of families and foundations across the Western United States. His specialties include portfolio management, personal financial planning, philanthropic consulting, board member education and asset protection strategies.
Prior to his arrival at UBS, Clarence worked in both institutional and private banks where he managed portfolios for corporations, family offices, municipalities, insurance companies, foundations, endowments and Taft-Hartley plans. During this time Clarence held roles as a senior member of his firms' investment team to determine strategic and tactical asset allocation guidance and the Investment Management Executive Committee, which focused on creating products and solutions to meet client needs.
Clarence is the current President of the Del Norte Rotary Club, the Vice Chairman of the Executive Board of the Great Southwest Council of Boy Scouts of America. He is a Certified Financial Planner (CFP) practitioner, holds a Bachelor of Science in Finance from the University of Nevada, Las Vegas and is a veteran of the US Army’s 82nd Airborne Division.
Recognized as an industry leader:
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
Financial Advisor
Clarence is responsible for serving the needs of families and foundations across the Western United States. His specialties include portfolio management, personal financial planning, philanthropic consulting, board member education and asset protection strategies.
Prior to his arrival at UBS, Clarence worked in both institutional and private banks where he managed portfolios for corporations, family offices, municipalities, insurance companies, foundations, endowments and Taft-Hartley plans. During this time Clarence held roles as a senior member of his firms' investment team to determine strategic and tactical asset allocation guidance and the Investment Management Executive Committee, which focused on creating products and solutions to meet client needs.
Clarence is the current President of the Del Norte Rotary Club, the Vice Chairman of the Executive Board of the Great Southwest Council of Boy Scouts of America. He is a Certified Financial Planner (CFP) practitioner, holds a Bachelor of Science in Finance from the University of Nevada, Las Vegas and is a veteran of the US Army’s 82nd Airborne Division.
Recognized as an industry leader:
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
