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$6 trn
UBS Group invested assets
As of 12/31/2024
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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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
