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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
After graduating from the US Military Academy at West Point in 1982 and serving for 10 years as an active Army and reserve officer, I joined Merrill Lynch as a financial advisor. I was credentialed as a Certified Financial Planner and managed assets of over $100 million for a variety of high net-worth individuals, small to medium-seized businesses and foundations. I accepted a position with UBS in May 2016, where I now continue to manage clients' relationships by providing sophisticated financial solutions to simplify and improve lives. I am a married father of 4 children and am active in my community - having served as a soccer coach, Scout leader, church deacon, instrumentalist and West Point admissions representative.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
After graduating from the US Military Academy at West Point in 1982 and serving for 10 years as an active Army and reserve officer, I joined Merrill Lynch as a financial advisor. I was credentialed as a Certified Financial Planner and managed assets of over $100 million for a variety of high net-worth individuals, small to medium-seized businesses and foundations. I accepted a position with UBS in May 2016, where I now continue to manage clients' relationships by providing sophisticated financial solutions to simplify and improve lives. I am a married father of 4 children and am active in my community - having served as a soccer coach, Scout leader, church deacon, instrumentalist and West Point admissions representative.
Education
Credentials
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
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UBS is a leading and truly global wealth manager
