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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
I joined UBS in 2014; however, I have been working in the financial services industry for over 20 years with positions at Lehman Brothers and as a proprietary trader. My experience at Lehman Brothers included working with the salesforce as an account manager, an equity position trader on the technology and biotech desks and as a senior strategist for the equity division.
I graduated from Muhlenberg College with a BA in Economics and from the Rutgers School of Management with an MBA in Finance.
Education
Credentials
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Senior Vice President–Wealth Management
Financial Advisor
I joined UBS in 2014; however, I have been working in the financial services industry for over 20 years with positions at Lehman Brothers and as a proprietary trader. My experience at Lehman Brothers included working with the salesforce as an account manager, an equity position trader on the technology and biotech desks and as a senior strategist for the equity division.
I graduated from Muhlenberg College with a BA in Economics and from the Rutgers School of Management with an MBA in Finance.
Education
Credentials
Lets connect
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
