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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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