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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Dale is a Certified Financial Planner® and Senior Portfolio Manager. His primary areas of focus are the design, implementation, and ongoing management of client portfolios. Dale holds a degree in Business from the University of Washington and has completed advanced studies in investment management and securities analysis at the Wharton School of Executive Education. Dale and his wife live in Sammamish where they keep busy attending the activities of their 3 sons. Other interests include reading, Crossfit & keeping in touch with family and friends in his hometown of Juneau, Alaska.
Education
Credentials
Senior Vice President–Wealth Management
Dale is a Certified Financial Planner® and Senior Portfolio Manager. His primary areas of focus are the design, implementation, and ongoing management of client portfolios. Dale holds a degree in Business from the University of Washington and has completed advanced studies in investment management and securities analysis at the Wharton School of Executive Education. Dale and his wife live in Sammamish where they keep busy attending the activities of their 3 sons. Other interests include reading, Crossfit & keeping in touch with family and friends in his hometown of Juneau, Alaska.
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
