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$3.9 trillion
In invested assets globally
As of 12/31/2022
Whether you’re looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.
“Collaboration is the key to helping our clients achieve what matters most to them.”
— Daniel Gurian
Senior Vice President–Wealth Management
In 1996, Dan began his career in the investment community after obtaining his BS/BA from Boston University's School of Management. He joined UBS in 2001. In 2010, he earned the firm's Senior Portfolio Manager title followed by the Investment Management Consultants Association's CPWA® designation, an advanced credential created specifically for wealth managers who work with high-net-worth clients. In 2021, Dan earned his Certified Financial Planner (CFP®) certification. In 2013, Dan was recognized as one of Boston Business Journal's "Top 40 Under 40". This award is given every year to celebrate greater Boston's up and coming business leaders and community supporters under the age of 40. Dan was chosen out of over 400 nominations by a panel of editors based on his influence on local business, industry and philanthropy efforts.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
In 1996, Dan began his career in the investment community after obtaining his BS/BA from Boston University's School of Management. He joined UBS in 2001. In 2010, he earned the firm's Senior Portfolio Manager title followed by the Investment Management Consultants Association's CPWA® designation, an advanced credential created specifically for wealth managers who work with high-net-worth clients. In 2021, Dan earned his Certified Financial Planner (CFP®) certification. In 2013, Dan was recognized as one of Boston Business Journal's "Top 40 Under 40". This award is given every year to celebrate greater Boston's up and coming business leaders and community supporters under the age of 40. Dan was chosen out of over 400 nominations by a panel of editors based on his influence on local business, industry and philanthropy efforts.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
