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$7 trn
UBS Group invested assets
As of 12/31/2025
Senior Vice President
Financial Advisor
John is from Bethesda, Maryland, and currently lives in West Palm Beach, FL. With more than 29 years in the industry he targets Non-Traditional strategies to create long term wealth, and possibly as an alternative to bonds. John enjoys understanding Alternative and Private Investments, using UBS’s global, comprehensive platform to offer sophisticated solutions. He is resolute in the belief that all high net worth and ultra-high net worth investors need to consider them as a meaningful part of their portfolio.
His oldest daughter is a paralegal, while the youngest is an M2 at the Miller School of Medicine in Miami (future OB?). When not at work or with family, he stays active with his boxing class, playing pickleball and some golf (one Ace). He enjoys volunteering at the Lord’s Place homeless shelter in West Palm, and Trivia Night at The Colony Hotel on Mondays.
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.
Senior Vice President
Financial Advisor
John is from Bethesda, Maryland, and currently lives in West Palm Beach, FL. With more than 29 years in the industry he targets Non-Traditional strategies to create long term wealth, and possibly as an alternative to bonds. John enjoys understanding Alternative and Private Investments, using UBS’s global, comprehensive platform to offer sophisticated solutions. He is resolute in the belief that all high net worth and ultra-high net worth investors need to consider them as a meaningful part of their portfolio.
His oldest daughter is a paralegal, while the youngest is an M2 at the Miller School of Medicine in Miami (future OB?). When not at work or with family, he stays active with his boxing class, playing pickleball and some golf (one Ace). He enjoys volunteering at the Lord’s Place homeless shelter in West Palm, and Trivia Night at The Colony Hotel on Mondays.
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.
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.
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.
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$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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