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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
