$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Tim Hando is a Senior Vice President at UBS Financial Services, Inc. and a leading partner of the Hando Adams Group. He works with high-net-worth families—oftentimes with multiple generations—in developing, implementing and monitoring investment strategies. His wealth management focus includes strategic and tactical asset allocation and money manager selection. He also leads the group in customized fixed income portfolio management.
Tim received his Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association and the Wharton School of the University of Pennsylvania in 1996. He began his career in the financial industry in 1991 with Dean Witter Reynolds, which eventually became Morgan Stanley. He continued his career at Morgan Stanley as a Senior Vice President until he and his team came to UBS in February 2013.
In 1989 Tim earned an M.A. in International Affairs from The George Washington University School where he was awarded a Wolcott Fellowship for graduate studies. He graduated magna cum laude with a B.A. in International Relations from Carroll University in 1986. Through a combination of Carroll scholarships and income earned working for the Milwaukee Brewers and at the Wisconsin State Fair, Tim put himself through college.
Tim served as a member of the Board of Trustees and the Investment Committee at Carroll University from 2008-2017. He is also a member of Bethesda Country Club.
Tim lives with his wife, Greta, and their children, Lauren, Annika, and Matthew, in Bethesda, Maryland. He is an avid golfer and active member of Bethesda Country Club, and enjoys European travel, languages, reading, and following the Green Bay Packers.
Having grown up in a family owned business, Jason learned at an early age what drives business owners and entrepreneurs. Following a 30 year career in the airline industry, Jason’s grandfather started a South Jersey based supply company known as M&R Products that grew to over 25 employees. Jason witnessed firsthand the hard work, dedication and motivation it takes to earn trust from employees and customers. Jason earned his first paycheck signed by his late grandfather at the age of 13 and continued working through high school and college for the family business.
Early Lessons
The success of the family business didn’t come without early hurdles and doubts including a fire that wiped out the company's manufacturing building and provided an important lesson for Jason. The experience led Jason to firmly believe a discussion regarding risk management (life, business, portfolio and estate) with a focus on protection is the foundation of prudent financial planning for any individual, family or entity. More importantly, Jason learned from his grandfather that trust is earned over time.
Professional Experience
Education
Community Involvement and Affiliations
Dave Atkinson is a partner of the Hando Adams Group at UBS Financial Services, Inc. He is an integral member of the team who focuses on relationship management as well as portfolio implementation, trading, and re-balancing. He also works with clients on sophisticated option trading strategies.
Dave earned his B.S. in Business Administration in 2000 and his M.B.A. in 2002 from the Florida Institute of Technology, where was a scholarship athlete on the Florida Tech Men's Soccer Team. Dave worked as a Registered Client Services Associate at Morgan Stanley from 2002 to 2013 before joining UBS.
Outside of work, Dave is very active in coaching soccer throughout the Northern Virginia area. He has helped many high school athletes secure scholarships and roster spots at various Division I, II, and III soccer programs.
Dave, his wife, Amy, and their two sons live in Vienna, VA.
Tamisha Reid joined UBS and the Hando-Adams group as a Client Associate. She is an integral member of the team who focuses on relationship management as well as client-based needs.
Tamisha graduated from the University of Maryland with a BA in Early Childhood Education. Prior to joining UBS Tamisha was a preschool teacher at the Goddard School and a Financial bookkeeper to a sole proprietorship.
In Tamisha's spare time, she enjoys painting, watching football and spending quality time with her husband and two children.
Max joined UBS Financial Services Inc. and the Hando Adams Group in July 2023 as a Registered Client Services Associate. He focuses on portfolio trading and financial goal analysis as well as assisting with administrative- and client service-related matters.
Max graduated Towson University in 2018 with a Bachelor of Science in Economics and Finance. During his time in college, he started in the financial services industry as an intern with T. Rowe Price. After college, Max worked as an Operations and Client Services Specialist at Heritage Investors Management Corporation (2018-2020). Before coming to UBS, He gained experience as a Registered Client Services Associate with Cassaday & Company (2020-2023).
Max currently lives in Washington, DC. and enjoys reading, biking, skiing and spending time with his family and friends.
Tim Hando is a Senior Vice President at UBS Financial Services, Inc. and a leading partner of the Hando Adams Group. He works with high-net-worth families—oftentimes with multiple generations—in developing, implementing and monitoring investment strategies. His wealth management focus includes strategic and tactical asset allocation and money manager selection. He also leads the group in customized fixed income portfolio management.
Tim received his Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association and the Wharton School of the University of Pennsylvania in 1996. He began his career in the financial industry in 1991 with Dean Witter Reynolds, which eventually became Morgan Stanley. He continued his career at Morgan Stanley as a Senior Vice President until he and his team came to UBS in February 2013.
In 1989 Tim earned an M.A. in International Affairs from The George Washington University School where he was awarded a Wolcott Fellowship for graduate studies. He graduated magna cum laude with a B.A. in International Relations from Carroll University in 1986. Through a combination of Carroll scholarships and income earned working for the Milwaukee Brewers and at the Wisconsin State Fair, Tim put himself through college.
Tim served as a member of the Board of Trustees and the Investment Committee at Carroll University from 2008-2017. He is also a member of Bethesda Country Club.
Tim lives with his wife, Greta, and their children, Lauren, Annika, and Matthew, in Bethesda, Maryland. He is an avid golfer and active member of Bethesda Country Club, and enjoys European travel, languages, reading, and following the Green Bay Packers.
Having grown up in a family owned business, Jason learned at an early age what drives business owners and entrepreneurs. Following a 30 year career in the airline industry, Jason’s grandfather started a South Jersey based supply company known as M&R Products that grew to over 25 employees. Jason witnessed firsthand the hard work, dedication and motivation it takes to earn trust from employees and customers. Jason earned his first paycheck signed by his late grandfather at the age of 13 and continued working through high school and college for the family business.
Early Lessons
The success of the family business didn’t come without early hurdles and doubts including a fire that wiped out the company's manufacturing building and provided an important lesson for Jason. The experience led Jason to firmly believe a discussion regarding risk management (life, business, portfolio and estate) with a focus on protection is the foundation of prudent financial planning for any individual, family or entity. More importantly, Jason learned from his grandfather that trust is earned over time.
Professional Experience
Education
Community Involvement and Affiliations
Dave Atkinson is a partner of the Hando Adams Group at UBS Financial Services, Inc. He is an integral member of the team who focuses on relationship management as well as portfolio implementation, trading, and re-balancing. He also works with clients on sophisticated option trading strategies.
Dave earned his B.S. in Business Administration in 2000 and his M.B.A. in 2002 from the Florida Institute of Technology, where was a scholarship athlete on the Florida Tech Men's Soccer Team. Dave worked as a Registered Client Services Associate at Morgan Stanley from 2002 to 2013 before joining UBS.
Outside of work, Dave is very active in coaching soccer throughout the Northern Virginia area. He has helped many high school athletes secure scholarships and roster spots at various Division I, II, and III soccer programs.
Dave, his wife, Amy, and their two sons live in Vienna, VA.
Tamisha Reid joined UBS and the Hando-Adams group as a Client Associate. She is an integral member of the team who focuses on relationship management as well as client-based needs.
Tamisha graduated from the University of Maryland with a BA in Early Childhood Education. Prior to joining UBS Tamisha was a preschool teacher at the Goddard School and a Financial bookkeeper to a sole proprietorship.
In Tamisha's spare time, she enjoys painting, watching football and spending quality time with her husband and two children.
Max joined UBS Financial Services Inc. and the Hando Adams Group in July 2023 as a Registered Client Services Associate. He focuses on portfolio trading and financial goal analysis as well as assisting with administrative- and client service-related matters.
Max graduated Towson University in 2018 with a Bachelor of Science in Economics and Finance. During his time in college, he started in the financial services industry as an intern with T. Rowe Price. After college, Max worked as an Operations and Client Services Specialist at Heritage Investors Management Corporation (2018-2020). Before coming to UBS, He gained experience as a Registered Client Services Associate with Cassaday & Company (2020-2023).
Max currently lives in Washington, DC. and enjoys reading, biking, skiing and spending time with his family and friends.
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.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our October House View live conversation, featuring insights from Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas, and Paul Hsiao, Asset Allocation Strategist, CIO Americas.
03 October 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
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
Our global footprint
Global leader
UBS is a leading and truly global wealth manager