Global leader
UBS is a leading and truly global wealth manager
Senior Vice President–Wealth Management
Curtis joined UBS in 2017 as a Client Service Associate. He received his Bachelor's degree from The Broad College of Business at Michigan State University and since becoming a Financial Advisor, he has obtained the CFP® and CRPC® designations. Curtis specializes in derivative implementation as well as equity analysis.
Education
Credentials
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
Global leader
UBS is a leading and truly global wealth manager
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint