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$2.8 trillion
In invested assets globally
As of 06/30/2022
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
Our primary goal is to help your family protect and grow your assets while addressing the multifaceted issues generated by the accumulation of your wealth. Through an understanding of your needs, preferences, and risk propensities, we will formulate a tailored strategy to achieve your short and long term goals. We are well versed in the specialized needs of entrepreneurs and executives, from the transfer and monetization of wealth to the analysis of stock options and concentrated positions. We will find the most effective strategies addressing both risk and taxation, translating complex issues into clear and simple choices.
Education
Credentials
Senior Vice President–Wealth Management
Our primary goal is to help your family protect and grow your assets while addressing the multifaceted issues generated by the accumulation of your wealth. Through an understanding of your needs, preferences, and risk propensities, we will formulate a tailored strategy to achieve your short and long term goals. We are well versed in the specialized needs of entrepreneurs and executives, from the transfer and monetization of wealth to the analysis of stock options and concentrated positions. We will find the most effective strategies addressing both risk and taxation, translating complex issues into clear and simple choices.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
