100+
Collective years of experience
100+
Collective years of experience
$1 Billion
Assets under management
20
Years in business as a team
Today you need more than information. You need the guidance of advisors who provide perspective that puts information into a context that is relevant to you, your needs and your life.
Successful families, entrepreneurs and executives choose The COR Group because of our:
Experience: Our team of credentialed professionals offer 100+ years of combined experience in matters ranging from overall investment planning to comprehensive wealth management. This time spans four decades and encompasses 11 presidential elections, 9 market corrections, 6 recessions, and 5 major tax law changes.
Knowledge: Team members hold numerous professional designations and regularly attend advanced research symposiums, evidence of their continuing interest in balancing time-proven disciplines with current investment strategies. In addition, we actively serve in our community, furthering our knowledge of client 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: Not only do we offer over 100 years of combined experience, members of The COR Group have been associated with UBS and/or its predecessor, PaineWebber, for nearly all of their 100+ years – 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 a high quality investment experience and building long-term client relationships.
Belief: We offer a strict adherence to a fiduciary standard of recommending what is best for you, not just what is "suitable". 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
Client Associate Senior
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Client Associate Senior
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.
Go for the win
How you manage your wealth has far-reaching effects. Athletes and entertainers often face unique challenges, circumstances and considerations at a relatively young age, when financial decisions can have a long-term impact on personal wealth. This report highlights critical financial challenges and could be helpful as you navigate your own journey with money.
Let's put your plan in place, for today, tomorrow and for generations to come.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
