$3.9 trillion
In invested assets globally
As of 12/31/2022
When it comes to finances, who do you turn to? You may face financial and legal hurdles when starting a business or new career. Or personally during a separation, divorce or loss of a loved one. Our team is committed to the practice of private wealth management in its truest form: a process of deep assessment of all aspects of your and your family’s financial matters from investments to estate planning to philanthropy.
Managing Director–Wealth Management
Private Wealth Advisor
Professional experience
Recognized as an industry leader:
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
$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