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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.
First Vice President–Wealth Management
I have loved working in the financial industry for almost 30 years, starting with the Irving Trust Company of New York at the corner of Broadway and Wall in Manhattan in 1983 making trade loans to Japanese, Korean and Philippine banks. My career has taken me to London and Tokyo with the Fixed Income Department of Citicorp's Investment Banking business where I worked with some of the world's most sophisticated investors. I have since built my practice at UBS by combining global financial insight with main street values, by insisting that before we invest we have a plan, and that once we are invested we revisit the plan periodically to make sure we are heading in the right direction.
Education
First Vice President–Wealth Management
I have loved working in the financial industry for almost 30 years, starting with the Irving Trust Company of New York at the corner of Broadway and Wall in Manhattan in 1983 making trade loans to Japanese, Korean and Philippine banks. My career has taken me to London and Tokyo with the Fixed Income Department of Citicorp's Investment Banking business where I worked with some of the world's most sophisticated investors. I have since built my practice at UBS by combining global financial insight with main street values, by insisting that before we invest we have a plan, and that once we are invested we revisit the plan periodically to make sure we are heading in the right direction.
Education
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
