$1 Billion
Assets under management
$1 Billion
Assets under management
20
Years in business as a team
Today you need more than information. You need the guidance and perspective of advisors who can put that information into a context that is relevant to you, your needs, and your life.
Successful families, entrepreneurs, and executives choose The CORE Investment Group because of our:
Experience: Our team of credentialed professionals offers 100+ years of combined experience in matters ranging from overall investment planning to comprehensive wealth management. Our careers span four decades, encompassing 11 presidential elections, 9 market corrections, 6 recessions, and 5 major tax law changes.
Knowledge: Our team members strive to continually learn and grow their professional skills, each holding numerous professional designations and regularly attending advanced research symposia. We balance time-proven management disciplines with current investment strategies to create customized portfolios which maximize our clients' wealth potential, carrying them toward their financial goals. In addition, we actively serve in our community, furthering our knowledge of our clients' needs.
Strength: Our parent company, UBS AG, offers clients peace of mind, knowing their assets are backed by one of the largest and strongest financial firms in the world.
Stability: Members of The CORE Investment Group have been associated with UBS and/or its predecessor, PaineWebber, for nearly all of their 100+ years of financial industry experience – a remarkable statement in today's world.
Service: Our team members are readily available, highly accessible, and strongly encourage regular meetings. We take pride in providing our clients with high-quality investment experience and building long-term client relationships.
Belief: We strictly adhere to a fiduciary standard, recommending what is best for you. You can always count on us to place your interests as our top priority.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Registered Client Associate
Registered Client Associate
Registered Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Registered Client Associate
Registered Client Associate
Registered Client Associate
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.
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.
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
When incredible financial opportunities come your way
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
