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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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 manages assets for large institutional accounts ranging from local insurance companies and banks, large money managers, mutual funds, local municipalities, as well as public and private companies. He advises his individual clients by establishing a sound financial plan that starts with matching the client's risk profile with a proper asset allocation, utilizing bonds, stock, mutual funds and alternative investments. Kevin has also developed and manages an Index Model for many of his clients, to determine what asset classes in the equity market look most attractive each quarter.
Personal & Community
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
Kevin manages assets for large institutional accounts ranging from local insurance companies and banks, large money managers, mutual funds, local municipalities, as well as public and private companies. He advises his individual clients by establishing a sound financial plan that starts with matching the client's risk profile with a proper asset allocation, utilizing bonds, stock, mutual funds and alternative investments. Kevin has also developed and manages an Index Model for many of his clients, to determine what asset classes in the equity market look most attractive each quarter.
Personal & Community
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
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.
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.
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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