847 million
Assets under management
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Chartered Retirement Planning Counselor
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
First Vice President–Wealth Management
Chartered Retirement Planning Counselor
Client Associate
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.
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.
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.
847 million
Assets under management
41
Collective years of experience
The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.
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.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.
March 05, 2026
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
