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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Joel began his career in one of the most tumultuous financial times on record. His experience in the industry spans 40 years and he has helped his clients manage their wealth through both good times and bad. He offers a customized approach to wealth management built on personal relationships and shaped by an understanding of his clients’ needs and aspirations. Joel emphasizes asset allocation and total portfolio management, with a focus on retirement income planning, education funding, structures for charitable giving, and estate planning. He maintains his Series 7 and 63 securities licenses as well as his Life Insurance Licenses and is a Portfolio Manager in the UBS Portfolio Management Program.
In his free time, he enjoys playing tennis, platform tennis, and has even been seen on the pickleball courts, as well as spending time with his grandchildren.
Credentials
Senior Vice President–Wealth Management
Joel began his career in one of the most tumultuous financial times on record. His experience in the industry spans 40 years and he has helped his clients manage their wealth through both good times and bad. He offers a customized approach to wealth management built on personal relationships and shaped by an understanding of his clients’ needs and aspirations. Joel emphasizes asset allocation and total portfolio management, with a focus on retirement income planning, education funding, structures for charitable giving, and estate planning. He maintains his Series 7 and 63 securities licenses as well as his Life Insurance Licenses and is a Portfolio Manager in the UBS Portfolio Management Program.
In his free time, he enjoys playing tennis, platform tennis, and has even been seen on the pickleball courts, as well as spending time with his grandchildren.
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
