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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.
Senior Vice President–Wealth Management
Financial Advisor
Since 1983, I have dedicated my career to helping individuals establish and monitor personalized investment portfolios which address their personal goals and aspirations. My mission is to relieve investors of the worry associated with managing their portfolios and make sure their goals are realized. Constant market research and client communication are essential as life regularly presents new challenges.
I am a native of East Bloomfield, New York and presently live in the City of Rochester. My wife and I have three grown boys spread out over the country. I have many interests, but my most important passion is my family.
Senior Vice President–Wealth Management
Financial Advisor
Since 1983, I have dedicated my career to helping individuals establish and monitor personalized investment portfolios which address their personal goals and aspirations. My mission is to relieve investors of the worry associated with managing their portfolios and make sure their goals are realized. Constant market research and client communication are essential as life regularly presents new challenges.
I am a native of East Bloomfield, New York and presently live in the City of Rochester. My wife and I have three grown boys spread out over the country. I have many interests, but my most important passion is my family.
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
