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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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–Investments
Financial Advisor
Mr. Koltes has served on the Executive Committee of the Council of Institutional Investors of which he was a founding member. From 1981 through 1984, he was the Founding Chairman of the Investment Committee of the District of Columbia Retirement Board, which was the first federally mandated public pension system. In addition, he has served as the Chairman of the Washington Area Investment Forum, is a member of the Economic Club of Washington, DC., and a Knight of Malta.
Senior Vice President–Investments
Financial Advisor
Mr. Koltes has served on the Executive Committee of the Council of Institutional Investors of which he was a founding member. From 1981 through 1984, he was the Founding Chairman of the Investment Committee of the District of Columbia Retirement Board, which was the first federally mandated public pension system. In addition, he has served as the Chairman of the Washington Area Investment Forum, is a member of the Economic Club of Washington, DC., and a Knight of Malta.
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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