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$6 trn
UBS Group invested assets
As of 12/31/2024
Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.
First Vice President–Wealth Management
Clients who value professional and conservative stewardship of their finances are the primary focus of my practice. Having served clients through two major bear markets, risk management is a core principle of my investment philosophy. Being on the UBS team allows me to leverage my experience with world class resources to work effectively with other trusted advisors such as attorneys and accountants to ensure clients have well-rounded financial and estate plans.
CA Insurance License 0799167
First Vice President–Wealth Management
Clients who value professional and conservative stewardship of their finances are the primary focus of my practice. Having served clients through two major bear markets, risk management is a core principle of my investment philosophy. Being on the UBS team allows me to leverage my experience with world class resources to work effectively with other trusted advisors such as attorneys and accountants to ensure clients have well-rounded financial and estate plans.
CA Insurance License 0799167
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
Global leader
UBS is a leading and truly global wealth manager
