$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
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.
Managing Director
Head of Sports and Entertainment
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
Executive Director
Wealth Planner
Executive Director
Senior Wealth Strategist
Product Specialist
We provide an institutional investment, financial and risk management experience to globally based CEO Founders, Entrepreneurs, C-Suite Executives, Athletes and Entertainers, and Cross-Border Families.
We've been serving our clients through some of the best and worst markets of in history, with ultimate goal of principal preservation and achieving reasonable returns.
Our team members speak English, Russian, Spanish, Portuguese, and Hebrew.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
$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