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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Knowing that what I do every day makes a real difference to the lives of my clients and their families is why I became a financial advisor.
Born and raised in London, England, I began my career in the midst of the "Technology Bubble" and continue to work with many of the same clients, managing their investments and future expectations through both bull and bear markets. I believe that my global life and work experience offers a level of insight not common amongst US-centric peers. I provide my clients - who are primarily corporate executives and medical professionals nearing retirement - with total portfolio management, retirement income planning and financial planning. My commitment is to deliver integrated and comprehensive solutions to your financial areas of need on both assets and liabilities to achieve absolute wealth.
I have a Bachelor of Arts degree in History with French from the University of Durham, England. My wife and I live with our 3 children in Walnut Creek, California.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Knowing that what I do every day makes a real difference to the lives of my clients and their families is why I became a financial advisor.
Born and raised in London, England, I began my career in the midst of the "Technology Bubble" and continue to work with many of the same clients, managing their investments and future expectations through both bull and bear markets. I believe that my global life and work experience offers a level of insight not common amongst US-centric peers. I provide my clients - who are primarily corporate executives and medical professionals nearing retirement - with total portfolio management, retirement income planning and financial planning. My commitment is to deliver integrated and comprehensive solutions to your financial areas of need on both assets and liabilities to achieve absolute wealth.
I have a Bachelor of Arts degree in History with French from the University of Durham, England. My wife and I live with our 3 children in Walnut Creek, California.
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
