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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
Jeff and his team provide customized wealth planning and investment advice to a select group of families and their related entities. His focus for over 22 years has been working with entrepreneurs, corporate executives, and real estate professionals.
Jeff is responsible for investing client's global portfolios across all asset classes; fixed income, equities, alternative investments, futures and commodities. He and his team seamlessly work with their client's tax and legal advisors to implement comprehensive wealth-transfer and charitable-giving strategies.
He also designs specific estate plans, concentrated equity divestitures (RS, RSU, ISO, NQ , and 10b-51) and pre-liquidity transactions.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
Jeff and his team provide customized wealth planning and investment advice to a select group of families and their related entities. His focus for over 22 years has been working with entrepreneurs, corporate executives, and real estate professionals.
Jeff is responsible for investing client's global portfolios across all asset classes; fixed income, equities, alternative investments, futures and commodities. He and his team seamlessly work with their client's tax and legal advisors to implement comprehensive wealth-transfer and charitable-giving strategies.
He also designs specific estate plans, concentrated equity divestitures (RS, RSU, ISO, NQ , and 10b-51) and pre-liquidity transactions.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Lets connect
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
Global leader
UBS is a leading and truly global wealth manager
