$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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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