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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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
