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$6 trn
UBS Group invested assets
As of 12/31/2024
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
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
Our global footprint
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