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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
