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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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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.
Geopolitics, trade and your portfolio
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Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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