$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.
Senior Vice President–Wealth Management
Financial Advisor
Careful management of assets if extremely important. Thus, your financial goals form the core of our approach to developing a thorough and systematic wealth management analysis and plan. As a Portfolio Manager, Craig focuses on fulfilling your needs and creating a consolidated plan. He uses both established and nontraditional approaches to manage the wealth of high-net worth individuals, executives, business owners, families, and foundations. Our relationship embodies your vision, allowing the family to prosper across generations and build a legacy.
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