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$6 trn
UBS Group invested assets
As of 12/31/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
I graduated from the U.S Military Academy in 1985. In 1990 after five years of commissioned service in the United States Army as a Transportation Officer, I joined the Norfolk office of what was then, Kidder, Peabody & Co. Having been assigned to Fort Eustis, Virginia, my family and I experienced the benefits of living in Hampton Roads and were eager to remain in the community. An avid sports enthusiast, I have been active in several youth athletic programs. I am married with two adult children and live in Smithfield, Virginia.
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Senior Vice President–Wealth Management
I graduated from the U.S Military Academy in 1985. In 1990 after five years of commissioned service in the United States Army as a Transportation Officer, I joined the Norfolk office of what was then, Kidder, Peabody & Co. Having been assigned to Fort Eustis, Virginia, my family and I experienced the benefits of living in Hampton Roads and were eager to remain in the community. An avid sports enthusiast, I have been active in several youth athletic programs. I am married with two adult children and live in Smithfield, Virginia.
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
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