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$6 trn
UBS Group invested assets
As of 12/31/2024
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Managing Director–Wealth Management
Joe leads The Thompson Katzaroff Group as the premier CERTIFIED FINANCIAL PLANNER™ (CFP®) an educational credential issued by the Certified Financial Planner Board of Standards, Inc. Joe began his career at UBS and has been a Wealth Advisor for 24 years. Joe earned his B.S. in Business Administration Finance from California State University, Long Beach. He married Barbara, his college sweetheart and they are raising four children. His oldest daughter is currently attending the University of Oregon. In his spare time he enjoys mountain biking and working out.
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.
Education
Credentials
Managing Director–Wealth Management
Joe leads The Thompson Katzaroff Group as the premier CERTIFIED FINANCIAL PLANNER™ (CFP®) an educational credential issued by the Certified Financial Planner Board of Standards, Inc. Joe began his career at UBS and has been a Wealth Advisor for 24 years. Joe earned his B.S. in Business Administration Finance from California State University, Long Beach. He married Barbara, his college sweetheart and they are raising four children. His oldest daughter is currently attending the University of Oregon. In his spare time he enjoys mountain biking and working out.
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.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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