In invested assets globally
As of 11/07/2023
Gary’s wealth management consulting philosophy begins with personal attention to you, the client, aligning your finances, goals, and world view, while bringing the top talent and resources in the wealth management world to the table as a significant competitive advantage. His philosophy integrates teaming, bringing together the best available resources and leading experts in the fields of sustainable / impact / ESG investing and charitable planning, as well as research, advanced estate planning, and portfolio management, to provide the best solutions for his clients. Gary is also one of three experienced advisors leading The Arbor Group team at UBS, comprised of 7 professionals dedicated to providing powerful ESG centered investment management and planning solutions. Combined with The Arbor Group team, Gary provides his clients with the resources, experience and knowledge of over 60 years of combined investment management industry experience.
Impacting Your World
Gary and his team take their responsibilities to the planet we all live on and our global community seriously. That is why we focus on offering sustainable, impact, and socially-responsible investment to our clients. In this way, they can work together with their clients to help them impact the world in a positive way.
For family offices and uniquely qualified clients (Major US Institutional Investors or Qualified Institutional Buyers), Gary may introduce the additional advanced resources of the UBS Family Office Solutions Group. This group is uniquely qualified to deliver the entire wealth management offering exclusively to ultra high net worth $100M+ and family office clients in a seamless and dedicated manner by providing holistic advisory support and customized solutions. The group brings together the best of UBS insight and expertise to our exceptional clients. Whether it's investing for a legacy that lasts for generations, pursuing success business ventures or having a philanthropic impact, your clients have all the resources under one roof.
Senior Vice President–Wealth Management
Gary earned the exclusive Certified Investment Management Analyst (CIMA) designation 24 years ago, under the joint auspices of the Wharton School of Business, University of Pennsylvania, and Investments and Wealth Institute (IWI, formerly IMCA). Gary is also one of a select group earning the Portfolio Manager certification with UBS. Dedication to the most current processes and methodologies in the financial industry is paramount to providing the best advice and solutions for his clients. In this ongoing pursuit, Gary continues to work with the IWI along with universities and other higher education institutions, pursuing key relevant subject matters to stay on top of the latest research and methodologies in the finance industry.
Gary has provided customized wealth management solutions to his affluent clientele for over 25 years. Prior to joining UBS Wealth Management 14 years ago, he spent 17 years as a Senior Vice President at the global wealth management firm known as Smith Barney (formerly Shearson Lehman). 10 years of Gary's career were spent in the East Bay region of the San Francisco Bay Area, working alongside industry leaders in wealth management, estate planning, and Executive Compensation.
Commitment to Giving Back:
Gary is a member of the Board of Directors (BOD) and Finance Committee for Gorilla Doctors, a conservation-focused nonprofit organization dedicated to conserving Africa’s critically-endangered mountain and grauer's gorillas of Rwanda, Uganda, and the DRC, providing life-saving veterinary medicine through University of California - Davis’s renowned Karen C Drayer Wildlife Health Center. In addition, Gary is dedicated to multiple philanthropic efforts focusing on animal welfare, wildlife and environmental conservation, sustainability, and education. Gary's goal of ensuring that future generations have access to a sustainable natural world helps drive his ongoing passions and endeavors in these areas.
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In invested assets globally
As of 11/07/2023
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