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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
I have twenty years of experience in financial and client services, including four years at UBS in Switzerland. Prior to joining UBS in Vero Beach, I worked at Deutsche Bank and UBS Private Banking as the Chief Information Officer. I enjoy applying my executive management skills to meet my clients' needs.
A graduate from University of Wisconsin-Stout, I earned a Bachelor of Science degree. My M.B.A. is from Maastricht School of Management, the Netherlands.
Most recently, I earned the Certified Divorce Financial Analyst designation. This allows me to help clients understand the ramifications of divorce and how the decisions they make now will have an immediate impact and may also affect them financial 5, 10 or 30 years from now.
Education
Credentials
Vice President–Wealth Management
I have twenty years of experience in financial and client services, including four years at UBS in Switzerland. Prior to joining UBS in Vero Beach, I worked at Deutsche Bank and UBS Private Banking as the Chief Information Officer. I enjoy applying my executive management skills to meet my clients' needs.
A graduate from University of Wisconsin-Stout, I earned a Bachelor of Science degree. My M.B.A. is from Maastricht School of Management, the Netherlands.
Most recently, I earned the Certified Divorce Financial Analyst designation. This allows me to help clients understand the ramifications of divorce and how the decisions they make now will have an immediate impact and may also affect them financial 5, 10 or 30 years from now.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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