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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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