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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
California Insurance License #0D96234
Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
Investors should be aware that alternative investments are speculative, subject to substantial risks (including the risks associated with limited liquidity, the use of leverage, short sales and concentrated investments), may involve complex tax structures, strategies and may not be appropriate for all investors. Foreign Currencies are volatile and involve inherent risks including foreign economic, political, monetary and/or legal factors, changing currency exchange rates, foreign taxes, and differences in financial and accounting and regulatory standards. These risks may be magnified in emerging markets. International investing may not be for everyone. Investments in commodities may be affected by overall market movements, changes in interest rates and other factors such as weather, disease, embargoes and international economic and political developments. Precious metals are commodities and, with the exception of certain coins, are not legal tender. Investing in precious metals can involve substantial risk. Precious metals are subject to rapid and sudden price movements. Like all commodities, the price of precious metals can fluctuate sharply and rapidly. The market price may fall below the price you paid. If applicable, there also may be state and local sales or use taxes.
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
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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.
California Insurance License #0D96234
Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
Investors should be aware that alternative investments are speculative, subject to substantial risks (including the risks associated with limited liquidity, the use of leverage, short sales and concentrated investments), may involve complex tax structures, strategies and may not be appropriate for all investors. Foreign Currencies are volatile and involve inherent risks including foreign economic, political, monetary and/or legal factors, changing currency exchange rates, foreign taxes, and differences in financial and accounting and regulatory standards. These risks may be magnified in emerging markets. International investing may not be for everyone. Investments in commodities may be affected by overall market movements, changes in interest rates and other factors such as weather, disease, embargoes and international economic and political developments. Precious metals are commodities and, with the exception of certain coins, are not legal tender. Investing in precious metals can involve substantial risk. Precious metals are subject to rapid and sudden price movements. Like all commodities, the price of precious metals can fluctuate sharply and rapidly. The market price may fall below the price you paid. If applicable, there also may be state and local sales or use taxes.
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
