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$7 trn
UBS Group invested assets
As of 12/31/2025
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Senior Vice President–Wealth Management
Gary specializes in wealth management for high-net-worth individuals and families, along with retirement plans for corporations. Gary holds an accounting degree from Gustavus Adolphus College and a J.D. and LL.M (taxation) from William Mitchell College of Law. He also attended Cambridge University, Queens' College, England. Prior to joining UBS, Gary was a Certified Financial Manager with Merrill Lynch, Managing Director with RBC Capital Markets and Tax Counsel for Cargill, Inc.
Gary resides in Deephaven with his wife, Laurie, and four children: Erik, Kjersti, Bjorn and Annika.
Education
Credentials
Senior Vice President–Wealth Management
Gary specializes in wealth management for high-net-worth individuals and families, along with retirement plans for corporations. Gary holds an accounting degree from Gustavus Adolphus College and a J.D. and LL.M (taxation) from William Mitchell College of Law. He also attended Cambridge University, Queens' College, England. Prior to joining UBS, Gary was a Certified Financial Manager with Merrill Lynch, Managing Director with RBC Capital Markets and Tax Counsel for Cargill, Inc.
Gary resides in Deephaven with his wife, Laurie, and four children: Erik, Kjersti, Bjorn and Annika.
Education
Credentials
Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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