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$6 trn
UBS Group invested assets
As of 12/31/2024
Senior Vice President–Wealth Management
For over 20 years, Jeff Dunigan has helped nonprofits establish and grow endowments and implement strategies that have generated significant philanthropic support. Drawing on his experience and guidance, he can help organizations and foundations diversify funding sources and manage assets to further their missions.
Jeff understands that institutions need to align their financial strategies with the operational outcomes they seek. He can assist organizations and donors to develop investment policies to meet specific goals and pursue their objectives to strengthen the community, and seek long-term sustainability.
Education
Credentials
Senior Vice President–Wealth Management
For over 20 years, Jeff Dunigan has helped nonprofits establish and grow endowments and implement strategies that have generated significant philanthropic support. Drawing on his experience and guidance, he can help organizations and foundations diversify funding sources and manage assets to further their missions.
Jeff understands that institutions need to align their financial strategies with the operational outcomes they seek. He can assist organizations and donors to develop investment policies to meet specific goals and pursue their objectives to strengthen the community, and seek long-term sustainability.
Education
Credentials
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.
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
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