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More than 160 years
offering financial advice
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
Drawing on 20 years of industry experience, Eaven works closely with private and public company executives as their Financial Advisor to manage concentrated risk and provide holistic investment and planning advice. His guidance emphasizes the importance of developing action plans and identifying impactful planning opportunities.
Client education and organization are core elements to his approach, which is why many clients utilize his team as an outsourced family office and strategic sounding board as they consider banking, borrowing, investing and planning decisions. Specific examples include cash management, customized strategies for concentrated risk portfolios and liquidity event planning.
Lets connect
Senior Vice President–Wealth Management
Drawing on 20 years of industry experience, Eaven works closely with private and public company executives as their Financial Advisor to manage concentrated risk and provide holistic investment and planning advice. His guidance emphasizes the importance of developing action plans and identifying impactful planning opportunities.
Client education and organization are core elements to his approach, which is why many clients utilize his team as an outsourced family office and strategic sounding board as they consider banking, borrowing, investing and planning decisions. Specific examples include cash management, customized strategies for concentrated risk portfolios and liquidity event planning.
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
More than 160 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$6.9 trn
UBS Group invested assets
As of 10/29/2025
