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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Since 1985, I have provided customized solutions to both individual and institutional investors. Using my Finance Degree from the University of Michigan as a foundation, I have since earned several important distinctions: Certified Financial Planner, Equity Institute Graduate, Preferred Portfolio Management Graduate, $100,000,000 assets under management milestone, and in 1999 completed the worldly recognized Chartered Financial Analyst (CFA) designation. The CFA has become the global professional investment credential and can be useful when choosing an investment advisor.
Education
Credentials
Senior Vice President–Wealth Management
Since 1985, I have provided customized solutions to both individual and institutional investors. Using my Finance Degree from the University of Michigan as a foundation, I have since earned several important distinctions: Certified Financial Planner, Equity Institute Graduate, Preferred Portfolio Management Graduate, $100,000,000 assets under management milestone, and in 1999 completed the worldly recognized Chartered Financial Analyst (CFA) designation. The CFA has become the global professional investment credential and can be useful when choosing an investment advisor.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
