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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Vice President–Wealth Management
I began my career in one of the equity market's most tumultuous periods and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2008 after 5 years at Morgan Stanley and prior tenure at Smith Barney. I am FINRA-registered and hold Series 7 and 63 securities and life insurance and annuity licenses. I have a B.S. from the University of Maryland and an M.B.A. from George Mason University. I am a former Naval Officer and Vietnam veteran. My wife and I are from the Washington DC area.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Vice President–Wealth Management
I began my career in one of the equity market's most tumultuous periods and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2008 after 5 years at Morgan Stanley and prior tenure at Smith Barney. I am FINRA-registered and hold Series 7 and 63 securities and life insurance and annuity licenses. I have a B.S. from the University of Maryland and an M.B.A. from George Mason University. I am a former Naval Officer and Vietnam veteran. My wife and I are from the Washington DC area.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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
Our global footprint
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UBS is a leading and truly global wealth manager
