$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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First Vice President–Wealth Management
I joined UBS in 2013 with over 30 years in the financial services industry starting at A.G. Edwards. I leverage my extensive experience in the credit markets to create tax efficient portfolios for high net worth clients which includes a buy and sell discipline. My investment strategy includes a comprehensive focus on fundamental and technical analysis to suit my client's personal needs and risk tolerance.
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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