Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
