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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Managing Director–Wealth Management
Kevin is a Senior Vice President and joined UBS in 2009 after spending 7 years with Merrill Lynch Global Wealth Management. Prior to this, Kevin was a Principal with Howard Johnson & Company, a premier national employee benefits consulting firm where he was responsible for business development, retirement consulting, relationship management, financial management and service delivery for the firm’s premier client relationships. Kevin has over 20 years of experience in financial planning strategies and the retirement plan industry. He has consulted with individuals and Fortune 500 companies on all forms of pension and deferred compensation strategies including plan design, provider selection, concentrated stock positions equity based compensation, plan management, administration, and investments. Kevin has his Bachelor of Arts degree in Mathematics from Whitman College.
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
Managing Director–Wealth Management
Kevin is a Senior Vice President and joined UBS in 2009 after spending 7 years with Merrill Lynch Global Wealth Management. Prior to this, Kevin was a Principal with Howard Johnson & Company, a premier national employee benefits consulting firm where he was responsible for business development, retirement consulting, relationship management, financial management and service delivery for the firm’s premier client relationships. Kevin has over 20 years of experience in financial planning strategies and the retirement plan industry. He has consulted with individuals and Fortune 500 companies on all forms of pension and deferred compensation strategies including plan design, provider selection, concentrated stock positions equity based compensation, plan management, administration, and investments. Kevin has his Bachelor of Arts degree in Mathematics from Whitman College.
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
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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