$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.
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
Expert insights into the world of wealth
Family offices are navigating a more complex global environment by diversifying across assets, currencies and regions. Our Global Family Office Report explores how 307 family offices are building resilience to optimize returns and reduce risk.
To learn more about how this shifting landscape could shape your own strategy.
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.
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Portfolio Manager
First Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered Client Associate
Senior Registered Client Associate
Executive Director
Senior Strategist, Family Advisory and Philanthropy Services Americas
NMLS # 1226605
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Western Region Alternative Investments Consultant
Executive Director
Portfolio Advisory Group Senior Strategist
Executive Director
Regional Sales Director
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Portfolio Manager
First Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Senior Registered Client Associate
Senior Registered Client Associate
Executive Director
Senior Strategist, Family Advisory and Philanthropy Services Americas
NMLS # 1226605
Senior Wealth Management Banker, UBS Bank USA, N.A.
Executive Director
Western Region Alternative Investments Consultant
Executive Director
Portfolio Advisory Group Senior Strategist
Executive Director
Regional Sales Director
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.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
51 countries
Our global footprint
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