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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Vice President–Wealth Management
With over 36 years as a Financial Advisor, Dan’s focus is primarily on managing discretionary investment portfolios at UBS. As a Portfolio Manager, Dan looks to help clients pursue their objectives by managing assets on a discretionary basis through defined models and personalized strategies. These strategies can incorporate a variety of investment vehicles, both short term and long term. Discretionary portfolio management eliminates the need for clients to be involved in the day-to-day investment decisions. Instead, Dan reallocates and adjusts portfolio holdings as necessary in response to changes in market conditions while maintaining regular communication with clients to address their changing needs.
Dan starts with a Strategic Wealth Assessment for each client in order to provide a highly customized experience. Dan does this in partnership with client’s attorneys and tax advisors to help address all aspects of the planning process. Additionally, Dan seeks to educate the next generation to assist with wealth transfers.
Vice President–Wealth Management
With over 36 years as a Financial Advisor, Dan’s focus is primarily on managing discretionary investment portfolios at UBS. As a Portfolio Manager, Dan looks to help clients pursue their objectives by managing assets on a discretionary basis through defined models and personalized strategies. These strategies can incorporate a variety of investment vehicles, both short term and long term. Discretionary portfolio management eliminates the need for clients to be involved in the day-to-day investment decisions. Instead, Dan reallocates and adjusts portfolio holdings as necessary in response to changes in market conditions while maintaining regular communication with clients to address their changing needs.
Dan starts with a Strategic Wealth Assessment for each client in order to provide a highly customized experience. Dan does this in partnership with client’s attorneys and tax advisors to help address all aspects of the planning process. Additionally, Dan seeks to educate the next generation to assist with wealth transfers.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
