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$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Eric brings over 30 years of experience to his role as a valued advisor to his clients. His exceptionally refined and focused practice has allowed him to become a highly skilled and accomplished advisor within UBS. He is one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor," qualifying him to provide highly personalized wealth management services. Eric takes pride in using the skills he has acquired working in multiple industries as well as the knowledge he has gained through a rigorous education. Eric earned a B.S. from Cornell University and an M.B.A., summa cum laude, from Babson College. An avid outdoorsman, Eric is a lifelong skier and international traveler. He volunteers his time as a Little League baseball coach and is a member of the Wachusett Mountain Ski Patrol.
Licenses
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Eric brings over 30 years of experience to his role as a valued advisor to his clients. His exceptionally refined and focused practice has allowed him to become a highly skilled and accomplished advisor within UBS. He is one of a small number of UBS Financial Advisors who have earned the designation of "Wealth Advisor," qualifying him to provide highly personalized wealth management services. Eric takes pride in using the skills he has acquired working in multiple industries as well as the knowledge he has gained through a rigorous education. Eric earned a B.S. from Cornell University and an M.B.A., summa cum laude, from Babson College. An avid outdoorsman, Eric is a lifelong skier and international traveler. He volunteers his time as a Little League baseball coach and is a member of the Wachusett Mountain Ski Patrol.
Licenses
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
