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$3.9 trillion
In invested assets globally
As of 12/31/2022
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 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
Senior Vice President–Investments
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
