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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Managing Director–Wealth Management
Joseph Schirripa leads the Schirripa Group at UBS. He was licensed in 1975. Prior to joining UBS in 2001, Joe served as a Senior Portfolio Manager at Salomon Smith Barney. Joe holds the Certified Financial Planner ™ designation for over 4 decades. Joe specializes in creating financial plans and executing tailored portfolios for his clients.
Joe is a member of the Pepperdine University Board. He is a member of the Board of Options United. He serves on the church Committee for the Poor and the Life Committee. He is a trustee of the Knights of Columbus Council 14660.
In his spare time, Joe enjoys martial arts, dancing, traveling, and mining for gems. Joe and his wife Ellen reside in the Brentwood section of Los Angeles.
Recognized as an industry leader:
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
Joseph Schirripa leads the Schirripa Group at UBS. He was licensed in 1975. Prior to joining UBS in 2001, Joe served as a Senior Portfolio Manager at Salomon Smith Barney. Joe holds the Certified Financial Planner ™ designation for over 4 decades. Joe specializes in creating financial plans and executing tailored portfolios for his clients.
Joe is a member of the Pepperdine University Board. He is a member of the Board of Options United. He serves on the church Committee for the Poor and the Life Committee. He is a trustee of the Knights of Columbus Council 14660.
In his spare time, Joe enjoys martial arts, dancing, traveling, and mining for gems. Joe and his wife Ellen reside in the Brentwood section of Los Angeles.
Recognized as an industry leader:
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
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
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