$1.5+ Billion
Assets under management
$1.5+ Billion
Assets under management
30+
Years in business as a team
6 person
seasoned team
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.
Jason Draho, Head of Asset Allocation, CIO Americas, James Dobson, CIO Equity Strategist, US Energy and Utilities, and Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US, discussed the current US fiscal landscape and ongoing market and economic uncertainty at the midpoint of 2025. CIO’s outlook for the second half of the year was also covered.
July 02, 2025
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Executive Director
Wealth Planning Strategist – Wealth Planning & Trust Consulting Team
Senior Wealth Management Banker, UBS Bank USA
Executive Director
Senior Strategist, Family Advisory and Philanthropy Services Americas
Executive Director
Western Region Alternative Investments Consultant
$6 trn
UBS Group invested assets
As of 12/31/2024
Global leader
UBS is a leading and truly global wealth manager
51 countries
Our global footprint