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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
We are committed to helping clients reach goals and achieve their dreams through financial planning and professional asset management.
Curtis started his career at UBS as a Financial Advisor in 2001 and became Vice-President of Wealth Management in March 2008. His focus is asset allocation, financial planning and wealth preservation strategies. Curtis begins each client conversation gaining a clear understanding about their needs and wishes, risk tolerance, and their overall financial objectives. Additionally, he earned the title of CRPS@ or Chartered Retirement Plan Specialist and focuses on corporate retirement plans.
Prior to joining UBS, Curtis held several management positions at KPMG, a Big Four accounting firm. Curtis earned his Bachelor’s degree from Franklin and Marshall College where he studied accounting and history. He earned his Masters of Business Administration from Duke University where he studied finance.
He and his wife, Marie-France, live in East Wallingford VT. They have three children. His hobbies include skiing, gardening, biking, golf and travelling.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
We are committed to helping clients reach goals and achieve their dreams through financial planning and professional asset management.
Curtis started his career at UBS as a Financial Advisor in 2001 and became Vice-President of Wealth Management in March 2008. His focus is asset allocation, financial planning and wealth preservation strategies. Curtis begins each client conversation gaining a clear understanding about their needs and wishes, risk tolerance, and their overall financial objectives. Additionally, he earned the title of CRPS@ or Chartered Retirement Plan Specialist and focuses on corporate retirement plans.
Prior to joining UBS, Curtis held several management positions at KPMG, a Big Four accounting firm. Curtis earned his Bachelor’s degree from Franklin and Marshall College where he studied accounting and history. He earned his Masters of Business Administration from Duke University where he studied finance.
He and his wife, Marie-France, live in East Wallingford VT. They have three children. His hobbies include skiing, gardening, biking, golf and travelling.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
