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$7 trn
UBS Group invested assets
As of 12/31/2025
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
As a Senior Portfolio Manager with over 30 years of financial services experience, I provide fee-based professional investment management of stocks, bonds, exchange-traded funds and mutual funds on a discretionary basis. My focus is primarily on the implementation of investment strategies to help my clients grow and preserve their assets to achieve their goals and meet their retirement income needs.
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
As a Senior Portfolio Manager with over 30 years of financial services experience, I provide fee-based professional investment management of stocks, bonds, exchange-traded funds and mutual funds on a discretionary basis. My focus is primarily on the implementation of investment strategies to help my clients grow and preserve their assets to achieve their goals and meet their retirement income needs.
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
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
