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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Investments
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
Senior Vice President–Investments
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
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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