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$7 trn
UBS Group invested assets
As of 12/31/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Jeff has over 30 years experience in the financial services industry and has weathered the most tumultuous of markets. He previously worked at Smith Barney and Boettcher & Company, and has been with UBS the last 14 years. Peers and associates admire his disciplined work ethic, faith based drive to provide the best customer service and goals-based results to his clients. He is a graduate of the University of San Diego. Jeff enjoys spending time with his wife and three children and has served on the board of Regis Jesuit High School and is currently a member of the Audit/Finance Committee.
Personal & Community
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Jeff has over 30 years experience in the financial services industry and has weathered the most tumultuous of markets. He previously worked at Smith Barney and Boettcher & Company, and has been with UBS the last 14 years. Peers and associates admire his disciplined work ethic, faith based drive to provide the best customer service and goals-based results to his clients. He is a graduate of the University of San Diego. Jeff enjoys spending time with his wife and three children and has served on the board of Regis Jesuit High School and is currently a member of the Audit/Finance Committee.
Personal & Community
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
