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$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
Financial Advisor
Harry is a Financial Advisor who began his career in the financial services industry with UBS in 2002. Prior to joining UBS, he worked in the energy industry in Houston, where he held various positions in marketing, business development and trade support. Before moving to Houston, Harry was involved in the management of many small businesses, including an advertising agency, restaurants and nightclubs. Harry's areas of specialization are in wealth management, retirement income planning and small business retirement plans. After a rigorous nine-month curriculum, Harry is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor.
Growing up in Ann Arbor, MI, Harry has lived in Houston since 1999. He earned a degree from The University of Florida Warrington College of Business with a B.S.B.A. in economics. He is a past president of the Houston Chapter of the University of Florida's Alumni Association and is involved in the Houston alumni group.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Harry is a Financial Advisor who began his career in the financial services industry with UBS in 2002. Prior to joining UBS, he worked in the energy industry in Houston, where he held various positions in marketing, business development and trade support. Before moving to Houston, Harry was involved in the management of many small businesses, including an advertising agency, restaurants and nightclubs. Harry's areas of specialization are in wealth management, retirement income planning and small business retirement plans. After a rigorous nine-month curriculum, Harry is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor.
Growing up in Ann Arbor, MI, Harry has lived in Houston since 1999. He earned a degree from The University of Florida Warrington College of Business with a B.S.B.A. in economics. He is a past president of the Houston Chapter of the University of Florida's Alumni Association and is involved in the Houston alumni group.
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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