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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Education
Credentials
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
