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$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.
First Vice President–Wealth Management
Jeffrey Miller has been working in the Financial Services industry as a Financial Advisor for 17 years. He is a Senior Portfolio Manager and First Vice President at UBS, Greenwich, CT. Prior to joining the UBS Greenwich Team, he was a Financial Advisor , Portfolio Management Director, Global Currency Specialist, and First Vice President at Morgan Stanley in their International Headquarters , Purchase , NY. He was named one of the Top Financial Advisors and Wealth Managers in Westchester , NY by Westchester Magazine, and was also chosen by Morgan Stanley as a featured Portfolio Manager on their internal Intellectual Capital site offering his market views to the global employee base.
Jeffrey began his career at Smith Barney in mid-town Manhattan and received Smith Barney's Financial Planning Specialist designation and was the College Planning specialist for the complex. It was at Smith Barney where Jeffrey was trained in technical research and analytics under the highly respected and award winning Louise Yamada CMT. Jeffrey and his team of Financial Advisors have been advising high net worth clients and managing assets and balance sheets through several of the most historic, geopolitical, economic and market events on record. He is proud to lead a Wealth Management Team at UBS with the expertise and resources to help clients develop and implement creative and effective plans to achieve their varied and often complex goals in a continuously evolving global landscape.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
First Vice President–Wealth Management
Jeffrey Miller has been working in the Financial Services industry as a Financial Advisor for 17 years. He is a Senior Portfolio Manager and First Vice President at UBS, Greenwich, CT. Prior to joining the UBS Greenwich Team, he was a Financial Advisor , Portfolio Management Director, Global Currency Specialist, and First Vice President at Morgan Stanley in their International Headquarters , Purchase , NY. He was named one of the Top Financial Advisors and Wealth Managers in Westchester , NY by Westchester Magazine, and was also chosen by Morgan Stanley as a featured Portfolio Manager on their internal Intellectual Capital site offering his market views to the global employee base.
Jeffrey began his career at Smith Barney in mid-town Manhattan and received Smith Barney's Financial Planning Specialist designation and was the College Planning specialist for the complex. It was at Smith Barney where Jeffrey was trained in technical research and analytics under the highly respected and award winning Louise Yamada CMT. Jeffrey and his team of Financial Advisors have been advising high net worth clients and managing assets and balance sheets through several of the most historic, geopolitical, economic and market events on record. He is proud to lead a Wealth Management Team at UBS with the expertise and resources to help clients develop and implement creative and effective plans to achieve their varied and often complex goals in a continuously evolving global landscape.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
