Email Me
$2.8 trillion
In invested assets globally
As of 06/30/2022
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Vice President–Wealth Management
Senior Portfolio Manager
John Cowley has worked in the financial services industry since 1996. As a Financial Advisor, he creates personalized retirement plans that act as a client's road map to their financial goals. John meets and talks with clients on an ongoing basis to make certain that their asset allocation reflects any changes life may bring.
John graduated from the California State University of San Bernardino in 1998 with a Bachelor of Arts in Finance. He has furthered his education by achieving the designation of Senior Portfolio Manager.
John enjoys golfing and cooking. He also coaches his children's soccer, baseball and softball teams. John, his wife, Emily, and their two children live in Upland, California.
Education
Credentials
Vice President–Wealth Management
Senior Portfolio Manager
John Cowley has worked in the financial services industry since 1996. As a Financial Advisor, he creates personalized retirement plans that act as a client's road map to their financial goals. John meets and talks with clients on an ongoing basis to make certain that their asset allocation reflects any changes life may bring.
John graduated from the California State University of San Bernardino in 1998 with a Bachelor of Arts in Finance. He has furthered his education by achieving the designation of Senior Portfolio Manager.
John enjoys golfing and cooking. He also coaches his children's soccer, baseball and softball teams. John, his wife, Emily, and their two children live in Upland, California.
Education
Credentials
A year of inflections
Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
