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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
Managing Director–Wealth Management
For almost 30 years, our Family Wealth Management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs. Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements, to develop integrated and customized solutions on behalf of clients.
I am an accredited UBS Private Wealth Advisor, a designation granted to a limited number of advisors who support the specialized needs of corporate executives and our wealthiest clients. I have completed the Wealth Management Theory & Practice Executive Education Program at Yale School of Management and earned my Certified Private Wealth Advisor designation (CPWA®). I have completed the Certified Equity Professional (CEP) Institute Level I examination, a program focused on equity compensation, administered by Santa Clara University. I earned a Bachelor of Science in Business Administration/ Finance from the University of Southern California Marshall School of Business. I joined UBS in 2004, after more than eleven years at Smith Barney (Citigroup) in a similar capacity.
My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab. I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle, The San Francisco Business Times, The Nob Hill Gazette, and have been interviewed by Fox KTVU 2 Evening News, on topics ranging from equity compensation, sustainable investing and financial planning.
I was born in Sweden and lived in Sweden and Switzerland for eleven years before moving to the U.S. I live north of the Golden Gate Bridge, in Tiburon, California with my wife, Alix, and two daughters.
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
We represent a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs.
Lets connect
Managing Director–Wealth Management
For almost 30 years, our Family Wealth Management practice has focused on representing a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs. Complex wealth situations require a financial partner with experience, proven expertise and the resources to consolidate complex requirements, to develop integrated and customized solutions on behalf of clients.
I am an accredited UBS Private Wealth Advisor, a designation granted to a limited number of advisors who support the specialized needs of corporate executives and our wealthiest clients. I have completed the Wealth Management Theory & Practice Executive Education Program at Yale School of Management and earned my Certified Private Wealth Advisor designation (CPWA®). I have completed the Certified Equity Professional (CEP) Institute Level I examination, a program focused on equity compensation, administered by Santa Clara University. I earned a Bachelor of Science in Business Administration/ Finance from the University of Southern California Marshall School of Business. I joined UBS in 2004, after more than eleven years at Smith Barney (Citigroup) in a similar capacity.
My team and I are fortunate to have been recognized by a number of global publications; please see the recognition tab. I have also contributed, through interviews, to The Wall Street Journal, The San Francisco Chronicle, The San Francisco Business Times, The Nob Hill Gazette, and have been interviewed by Fox KTVU 2 Evening News, on topics ranging from equity compensation, sustainable investing and financial planning.
I was born in Sweden and lived in Sweden and Switzerland for eleven years before moving to the U.S. I live north of the Golden Gate Bridge, in Tiburon, California with my wife, Alix, and two daughters.
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
We represent a select clientele of corporate executives and affluent families with significant financial assets and more specialized planning needs.
Lets connect
$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
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
