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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Vice President–Wealth Management
Financial Advisor
Wall Street …. investing … economics have captured my interest going all the way back to high school when I opened an investment account with the savings from my first part time job. My educational background and first "real" job were in hospital administration as Director of Financial Planning for UNC Hospitals in Chapel Hill. A key part of my responsibilities there was to coordinate a bond issue that funded construction of the North Carolina Jaycee Burn Center and other updated hospital facilities. This experience led me to what is now a 35 year career in the securities industry itself.
For almost 20 years I was a public finance investment banker, consulting with hospitals and universities on the planning and completion of municipal bond offerings.
In 1999 I joined UBS (then PaineWebber) as a Financial Advisor. Today I lead a three member team that oversees $137 million in client assets. Our typical account ranges from $500,000 to $5 million, with our largest accounts exceeding $10 million. The vast majority of our clients are individuals / families or small business retirement programs. I have been approved by UBS to manage accounts on a "discretionary" basis under the firm's Portfolio Management Program.
Personal & Community
-Mentor, African American Male Initiative - Guilford County Schools
-Greensboro CROP Walk - Steering Committee and past Treasurer
Education
Vice President–Wealth Management
Financial Advisor
Wall Street …. investing … economics have captured my interest going all the way back to high school when I opened an investment account with the savings from my first part time job. My educational background and first "real" job were in hospital administration as Director of Financial Planning for UNC Hospitals in Chapel Hill. A key part of my responsibilities there was to coordinate a bond issue that funded construction of the North Carolina Jaycee Burn Center and other updated hospital facilities. This experience led me to what is now a 35 year career in the securities industry itself.
For almost 20 years I was a public finance investment banker, consulting with hospitals and universities on the planning and completion of municipal bond offerings.
In 1999 I joined UBS (then PaineWebber) as a Financial Advisor. Today I lead a three member team that oversees $137 million in client assets. Our typical account ranges from $500,000 to $5 million, with our largest accounts exceeding $10 million. The vast majority of our clients are individuals / families or small business retirement programs. I have been approved by UBS to manage accounts on a "discretionary" basis under the firm's Portfolio Management Program.
Personal & Community
-Mentor, African American Male Initiative - Guilford County Schools
-Greensboro CROP Walk - Steering Committee and past Treasurer
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
