Stewardship for generations

Private Wealth Management

As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

_{Private Wealth Management is a division within UBS Financial Services Inc.}

Request an appointment

Pursuing your goals together

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.

Allen Zaring IV

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- CO
- FL
- IN
- KS
- KY
- OH
- TN
When it comes to managing the exceptional wealth of prominent family offices, Allen can speak from personal experience. He helped form a family office and family foundation with his own family after the sale of their business and then worked with one of the world’s largest family offices in Europe. Throughout his 20-year career, Allen has worked with individual and institutional investors globally and participated in all facets of financial services, including transactional planning, investment and risk management, legal and operations.

Today, as a Private Wealth Advisor and founding partner of his UBS Private Wealth Management team, Families & Foundations Investment Group, Allen brings invaluable perspective and empathy to the team’s relationships with multigenerational families. He continues to help form and advise family offices and foundations large and small. Allen and his team also advise successful ultra high net worth investors and private business owners in pre- and post-transaction planning, asset management, next-generation investment education and the financing of philanthropic initiatives. In addition, he provides investment management services for private and family foundations and nonprofit organizations.
- Babson College, B.S., finance and entrepreneurship
- Private Wealth Advisor
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236
Timothy Bayer Jr.

Vice President–Wealth Management

Private Wealth Advisor
View bio
- CO
- FL
- KS
- KY
- OH
When Tim was a young finance major at Georgetown University’s McDonough School of Business, his favorite course work centered around global capital markets and investment portfolio management. His interests became passions that continued to grow, and today, 10 years into his private wealth career, Tim is a founding member of UBS Private Wealth Management team Families & Foundations Investment Group.

Tim and his team advise successful private business owners in pre- and post-transaction planning, family office formation and asset management, next-generation investment education and the financing of philanthropic initiatives. They also provide asset management services for private and family foundations, professional athletes and nonprofit organizations. In working with this distinct level of global wealth, Tim advises on personal balance sheets and complex investment portfolios. He is skilled in managing deferred compensation plans, concentrated stock positions, SEC Rule 10b5-1 sales, charitable giving and wealth transfer strategies. Tim maintains firsthand trading experience across global asset classes on exchange-listed markets, OTC markets, derivatives and Dodd-Frank regulated markets.
- Georgetown University McDonough School of Business, B.S. finance
- Private Wealth Advisor
8044 Montgomery Road
Cincinnati, OH 45236
Matthew Perry

Client Associate
View bio
- AL
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- ME
- MI
- MN
- MO
- NC
- OH
- PA
- TN
- WV
Matthew comes to the Families & Foundations Investment Group with over 5 years of experience in the financial services industry. Matthew’s client service experience and operational background gives him unique qualities that facilitate a superior client experience. He is a native of Cincinnati and currently lives downtown.
- University of Kentucky, B.B.A. Marketing and Management
8044 Montgomery Road
Cincinnati, OH 45236

Titus Song

Executive Director

Alternative Investments Consultant

View bio

Allen Zaring IV

Managing Director–Wealth Management

Private Wealth Advisor
View bio
- CO
- FL
- IN
- KS
- KY
- OH
- TN
When it comes to managing the exceptional wealth of prominent family offices, Allen can speak from personal experience. He helped form a family office and family foundation with his own family after the sale of their business and then worked with one of the world’s largest family offices in Europe. Throughout his 20-year career, Allen has worked with individual and institutional investors globally and participated in all facets of financial services, including transactional planning, investment and risk management, legal and operations.

Today, as a Private Wealth Advisor and founding partner of his UBS Private Wealth Management team, Families & Foundations Investment Group, Allen brings invaluable perspective and empathy to the team’s relationships with multigenerational families. He continues to help form and advise family offices and foundations large and small. Allen and his team also advise successful ultra high net worth investors and private business owners in pre- and post-transaction planning, asset management, next-generation investment education and the financing of philanthropic initiatives. In addition, he provides investment management services for private and family foundations and nonprofit organizations.
- Babson College, B.S., finance and entrepreneurship
- Private Wealth Advisor
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236
Timothy Bayer Jr.

Vice President–Wealth Management

Private Wealth Advisor
View bio
- CO
- FL
- KS
- KY
- OH
When Tim was a young finance major at Georgetown University’s McDonough School of Business, his favorite course work centered around global capital markets and investment portfolio management. His interests became passions that continued to grow, and today, 10 years into his private wealth career, Tim is a founding member of UBS Private Wealth Management team Families & Foundations Investment Group.

Tim and his team advise successful private business owners in pre- and post-transaction planning, family office formation and asset management, next-generation investment education and the financing of philanthropic initiatives. They also provide asset management services for private and family foundations, professional athletes and nonprofit organizations. In working with this distinct level of global wealth, Tim advises on personal balance sheets and complex investment portfolios. He is skilled in managing deferred compensation plans, concentrated stock positions, SEC Rule 10b5-1 sales, charitable giving and wealth transfer strategies. Tim maintains firsthand trading experience across global asset classes on exchange-listed markets, OTC markets, derivatives and Dodd-Frank regulated markets.
- Georgetown University McDonough School of Business, B.S. finance
- Private Wealth Advisor
8044 Montgomery Road
Cincinnati, OH 45236
Matthew Perry

Client Associate
View bio
- AL
- AZ
- CA
- CT
- FL
- GA
- IL
- IN
- KS
- KY
- ME
- MI
- MN
- MO
- NC
- OH
- PA
- TN
- WV
Matthew comes to the Families & Foundations Investment Group with over 5 years of experience in the financial services industry. Matthew’s client service experience and operational background gives him unique qualities that facilitate a superior client experience. He is a native of Cincinnati and currently lives downtown.
- University of Kentucky, B.B.A. Marketing and Management
8044 Montgomery Road
Cincinnati, OH 45236

Titus Song

Executive Director

Alternative Investments Consultant

View bio

Connecting you to the deep resources of UBS

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.

Family offices

Foundations and endowments

Wealth, from your point of view

What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Start the conversation

Are you a UBS Client?

Leave this empty:

Stewardship for generations

Pursuing your goals together

Allen Zaring IV

Timothy Bayer Jr.

Matthew Perry

Titus Song