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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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
