Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Senior Vice President–Wealth Management
Over the past 35 years, Jeffrey has provided financial guidance to his clients and their families by taking a holistic approach to wealth management. Jeffrey's mission is to help clients convert non-stop financial information into productive strategies designed to make the lives of investor's & their families better. His clients' well-being and their ever-evolving needs are Jeffrey's greatest concerns, and it gives him tremendous satisfaction knowing they work together with him to reach personal and financial goals.
Jeffrey applies portfolio management, lending, income strategies, and estate planning to produce tailored solutions for his clients. His clients benefit from the full spectrum of resources that UBS as a global firm can offer – no matter how simple or complex their needs may be — to guide them toward the milestones that are most important to them.
Jeffrey enjoys tennis and sailing in his free time, and he is an avid global traveler with a deep curiosity for other cultures. Jeffrey lives with his wife of 33 years, Ann, and their two dogs in Hancock Park. His family is particularly invested in the well-being and education of the youth, supporting causes such as St. Jude Children's Research Hospital and Doctors Without Borders.
Senior Vice President–Wealth Management
Over the past 35 years, Jeffrey has provided financial guidance to his clients and their families by taking a holistic approach to wealth management. Jeffrey's mission is to help clients convert non-stop financial information into productive strategies designed to make the lives of investor's & their families better. His clients' well-being and their ever-evolving needs are Jeffrey's greatest concerns, and it gives him tremendous satisfaction knowing they work together with him to reach personal and financial goals.
Jeffrey applies portfolio management, lending, income strategies, and estate planning to produce tailored solutions for his clients. His clients benefit from the full spectrum of resources that UBS as a global firm can offer – no matter how simple or complex their needs may be — to guide them toward the milestones that are most important to them.
Jeffrey enjoys tennis and sailing in his free time, and he is an avid global traveler with a deep curiosity for other cultures. Jeffrey lives with his wife of 33 years, Ann, and their two dogs in Hancock Park. His family is particularly invested in the well-being and education of the youth, supporting causes such as St. Jude Children's Research Hospital and Doctors Without Borders.
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
