$5.8+ trn
UBS Group invested assets
As of 03/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Dan has been with UBS Financial Services since 2008 and is a graduate of Columbia University's ACPM® Program, earning the Certified Portfolio Manager designation. He began his career as a Financial Advisor 25 years ago. Dan maintains his Series 7, 9, 10, 31, 63, 65, and Life Insurance Licenses. Throughout his career, Dan has been an Assistant Branch Manager where he supervised Senior Wealth Advisors, and has been responsible for the hiring and training of new Financial Advisors. Dan cultivates relationships by designing customized financial strategies for his clients. Dan is passionate about supporting numerous charitable organizations, public services, and various fraternal organizations. He enjoys spending time with family and friends and playing golf, tennis, and squash.
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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