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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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
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.
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
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
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