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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
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.
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.
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.
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
