Email Me
$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 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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
