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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
