$3.9 trillion
In invested assets globally
As of 12/31/2022
Build a plan for the future you envision
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.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Jamie Burchenal joined the team in 1997, having accumulated fifteen years prior corporate banking, international banking and investment industry experience at First Union Bank (Charlotte, NC and Hong Kong), Fifth Third Bank (Cincinnati) and Dean Witter. Today his focus is institutional fixed income investing and equity trading. After receiving his bachelor’s degree from Washington & Lee University, Jamie earned his MBA at the University of North Carolina at Chapel Hill. He is a founding member of the Newport Aquarium.
Tad DeBord joined UBS in June of 2015. He is a graduate of DePauw University where he played soccer and baseball. His 13 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.
John Lawrence joined the team in the Spring of 2014 as a Registered Client Service Associate. A graduate of The University of Colorado - Boulder; he moved back to Cincinnati in 2012 and began working for UBS Financial Services shortly thereafter. He has both FINRA series 7 and 66 designations and became a Financial Advisor in February of 2016. John is currently a Senior Vice President - Wealth Management. He is on the Board of Director's for the Taft Museum of Art.
Mark Clippinger joined UBS Financial Services, Inc. in 2011. He received a B.B.A. from Ohio University in 2011 and then spent time in New York City at a venture capital firm, Legion Enterprises. Mark specializes in institutional portfolio analysis, manager and equity portfolio research, and client communication. Mark has had active experience in the start-up space; having founded two separate entities, Breakleft and Start-Up Toolshop. He is also a member of the U.S.O. Committee in Cincinnati, Living Arrangements for the Developmentally Disabled, and ReelAbilities Film Festival.
Samuel R. Burchenal has been a member of the team since 2017. His focus is equity research, and he works closely with high net worth clients on their Financial Plans. He currently holds FINRA series 7 and 66 licenses.
Sam is very active in giving back to the community through his service on non-profit boards
Xavier Jesuit Academy, 2022 - Present
o Founding Board Member
o Finance Committee
Catholic Inner-city Schools Education (CISE) Foundation, 2019 - Present
o Vice President
o Board Member
Catholic Inner-city Schools Education (CISE), 2019 - Present
o Co-Chair, 2020 Annual Campaign
o Board Member
o Finance Committee
The Children’s Home of Cincinnati, 2021 - Present
o Ambassador Board Member
Boys Hope Girls Hope, 2020 - Present
o Young Professional Board Member
Adam joined UBS in 2018 and became part of the team in mid 2019. A Cincinnati native and graduate of The Ohio State University, Adam first joined the business with T. Rowe Price in Colorado Springs in 2012. Wanting to move his family closer to home, he then began work at Fidelity Investments in 2014. There he received his Series 7 and 66 licenses and worked as a planning consultant with first Equity Compensation plans, and then Retirement plans. As part of Lawrence, Burchenal, DeBord, Adam enjoys the human side of wealth planning and helping our clients turn life goals into reality.
Outside of work, Adam enjoys getting outside with his son Charlie, daughter Scarlett, and wife Jenny. During the winter Adam volunteers as a Ski Patroller at Perfect North Slopes and a coach for the Highlands Wrestling Club.
Bill Baylor joined the team in 1997 after nine years with Fifth Third Investment Advisors. He is a registered Investment Associate with over twenty-two years of experience in the industry. He specializes in investment portfolio analysis, research and client communications.
Colin Driscoll joined the team from Sena Weller Rohs Williams Investment Advisors Inc. in 1990. He is a registered Investment Associate focusing on investment portfolio analysis and research and has over twenty-five years of experience in the investment industry. His focus is investment portfolio analysis, research and client communications.
Jamie Burchenal joined the team in 1997, having accumulated fifteen years prior corporate banking, international banking and investment industry experience at First Union Bank (Charlotte, NC and Hong Kong), Fifth Third Bank (Cincinnati) and Dean Witter. Today his focus is institutional fixed income investing and equity trading. After receiving his bachelor’s degree from Washington & Lee University, Jamie earned his MBA at the University of North Carolina at Chapel Hill. He is a founding member of the Newport Aquarium.
Tad DeBord joined UBS in June of 2015. He is a graduate of DePauw University where he played soccer and baseball. His 13 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.
John Lawrence joined the team in the Spring of 2014 as a Registered Client Service Associate. A graduate of The University of Colorado - Boulder; he moved back to Cincinnati in 2012 and began working for UBS Financial Services shortly thereafter. He has both FINRA series 7 and 66 designations and became a Financial Advisor in February of 2016. John is currently a Senior Vice President - Wealth Management. He is on the Board of Director's for the Taft Museum of Art.
Mark Clippinger joined UBS Financial Services, Inc. in 2011. He received a B.B.A. from Ohio University in 2011 and then spent time in New York City at a venture capital firm, Legion Enterprises. Mark specializes in institutional portfolio analysis, manager and equity portfolio research, and client communication. Mark has had active experience in the start-up space; having founded two separate entities, Breakleft and Start-Up Toolshop. He is also a member of the U.S.O. Committee in Cincinnati, Living Arrangements for the Developmentally Disabled, and ReelAbilities Film Festival.
Samuel R. Burchenal has been a member of the team since 2017. His focus is equity research, and he works closely with high net worth clients on their Financial Plans. He currently holds FINRA series 7 and 66 licenses.
Sam is very active in giving back to the community through his service on non-profit boards
Xavier Jesuit Academy, 2022 - Present
o Founding Board Member
o Finance Committee
Catholic Inner-city Schools Education (CISE) Foundation, 2019 - Present
o Vice President
o Board Member
Catholic Inner-city Schools Education (CISE), 2019 - Present
o Co-Chair, 2020 Annual Campaign
o Board Member
o Finance Committee
The Children’s Home of Cincinnati, 2021 - Present
o Ambassador Board Member
Boys Hope Girls Hope, 2020 - Present
o Young Professional Board Member
Adam joined UBS in 2018 and became part of the team in mid 2019. A Cincinnati native and graduate of The Ohio State University, Adam first joined the business with T. Rowe Price in Colorado Springs in 2012. Wanting to move his family closer to home, he then began work at Fidelity Investments in 2014. There he received his Series 7 and 66 licenses and worked as a planning consultant with first Equity Compensation plans, and then Retirement plans. As part of Lawrence, Burchenal, DeBord, Adam enjoys the human side of wealth planning and helping our clients turn life goals into reality.
Outside of work, Adam enjoys getting outside with his son Charlie, daughter Scarlett, and wife Jenny. During the winter Adam volunteers as a Ski Patroller at Perfect North Slopes and a coach for the Highlands Wrestling Club.
Bill Baylor joined the team in 1997 after nine years with Fifth Third Investment Advisors. He is a registered Investment Associate with over twenty-two years of experience in the industry. He specializes in investment portfolio analysis, research and client communications.
Colin Driscoll joined the team from Sena Weller Rohs Williams Investment Advisors Inc. in 1990. He is a registered Investment Associate focusing on investment portfolio analysis and research and has over twenty-five years of experience in the investment industry. His focus is investment portfolio analysis, research and client communications.
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
Watch our latest House View livestream featuring Leslie Falconio, Head of Taxable Fixed Income Strategy and Nadia Lovell, Senior US Equity Strategist.
03 Aug 2023
Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.
Partnering with resources across UBS, including the Global Family Office, the Family Office Services Group as well as our global investment bank, we integrate institutional-level business solutions for family offices. From family governance to business transition, we help bridge the generations to preserve wealth, seize opportunity and create continuity.
For your financial well-being
Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.
We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.
$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
Your message has been successfully submitted.
Your submission was unsuccessful.