$5+ trillion
In invested assets globally
As of 11/07/2023
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
Jeff joined UBS in early 2007 with over a decade of Wall Street experience. He focuses on wealth management, building efficient portfolios for wealthy individuals and trusts. In addition, he helps businesses effectively manage their retirement plans. Previously he was a consultant to public companies, managing corporate communications strategies targeting institutional investors and buy-side and sell-side analysts. Born in Seattle, he spent 10 years in Portland before returning to attend the University of Washington, and has been there ever since.
Education
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager