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$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.
Managing Director–Wealth Management
Financial Advisor
Mark D. Fendrick, CFP®, Managing Director, Wealth Management, has been licensed since 1983. Following a successful 25-year career with Morgan Stanley, Mark joined UBS in November of 2008. Mark earned a BS in Accounting at University of Delaware and an MBA with concentration in Investment Management from Drexel University. Mark is also a CERTIFIED FINANCIAL PLANNER™. Mark is involved in his community, Past President of Temple Beth Sholom, Past Board Member and Finance Committee Member of Our Lady of Lourdes Hospital, Board Member of Jewish Community Foundation and Co-Chair of the Investment Committee, and Board Member of Jewish Federation of Southern New Jersey.
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
Managing Director–Wealth Management
Financial Advisor
Mark D. Fendrick, CFP®, Managing Director, Wealth Management, has been licensed since 1983. Following a successful 25-year career with Morgan Stanley, Mark joined UBS in November of 2008. Mark earned a BS in Accounting at University of Delaware and an MBA with concentration in Investment Management from Drexel University. Mark is also a CERTIFIED FINANCIAL PLANNER™. Mark is involved in his community, Past President of Temple Beth Sholom, Past Board Member and Finance Committee Member of Our Lady of Lourdes Hospital, Board Member of Jewish Community Foundation and Co-Chair of the Investment Committee, and Board Member of Jewish Federation of Southern New Jersey.
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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
