$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
John is a Senior Vice-President, Investments and Senior Portfolio Manager for the UBS Financial Services, Inc. Portfolio Management Program, managing investment assets for clients across the United States. John has been a financial advisor and portfolio manager since 1983, building his practice mostly in the Washington, DC area. He graduated from the College of William and Mary in 1981 with a BA in Economics. John is a member of the Board of Directors of the Santa Fe Community Foundation, and an avid skier and supporter of the arts of New Mexico.
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
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$5+ trillion
In invested assets globally
As of 11/07/2023
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