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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
Vice President–Wealth Management
Connor Heine joins UBS as a Vice President - Wealth Management and Financial Advisor.
Connor’s main focus is on goals-based wealth management plan creation. He joined GKB & Associates in 2015. Previously, Connor was a senior account manager at the Coleman Research Group, and prior to that was an assistant vice president at ConvergEx Group. Connor graduated from Providence College in 2009 where he was a member of the men’s basketball team and earned a bachelor’s degree in business economics. He is originally from and currently resides in Fairfield, Connecticut with his wife and two daughters.
Vice President–Wealth Management
Connor Heine joins UBS as a Vice President - Wealth Management and Financial Advisor.
Connor’s main focus is on goals-based wealth management plan creation. He joined GKB & Associates in 2015. Previously, Connor was a senior account manager at the Coleman Research Group, and prior to that was an assistant vice president at ConvergEx Group. Connor graduated from Providence College in 2009 where he was a member of the men’s basketball team and earned a bachelor’s degree in business economics. He is originally from and currently resides in Fairfield, Connecticut with his wife and two daughters.
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
