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$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Senior Portfolio Manager
Eric has more than two decades of experience in the financial industry, having begun his career in 2001. Prior to transitioning into wealth management, he worked in engineering and international business. He applies a disciplined blend of fundamental and technical analysis to construct and manage portfolios aligned with clients’ objectives, risk tolerance, and retirement priorities, leveraging UBS Financial Services capabilities and resources.
He holds a bachelor’s degree in Industrial Engineering from Trisakti University (Indonesia) and an M.S. in Finance from Rochester Institute of Technology (Rochester, NY). Based in San Jose, California, he is committed to delivering consistent, high-quality service and building long-term client relationships. He is a casual sports fan and enjoys family life with his wife and two children.
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Senior Portfolio Manager
Eric has more than two decades of experience in the financial industry, having begun his career in 2001. Prior to transitioning into wealth management, he worked in engineering and international business. He applies a disciplined blend of fundamental and technical analysis to construct and manage portfolios aligned with clients’ objectives, risk tolerance, and retirement priorities, leveraging UBS Financial Services capabilities and resources.
He holds a bachelor’s degree in Industrial Engineering from Trisakti University (Indonesia) and an M.S. in Finance from Rochester Institute of Technology (Rochester, NY). Based in San Jose, California, he is committed to delivering consistent, high-quality service and building long-term client relationships. He is a casual sports fan and enjoys family life with his wife and two children.
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.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$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
