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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.
Senior Vice President–Wealth Management
Mark began his financial services career over 30 years ago, on “Black Monday”. He was a junior trader of options and futures with Barclays Bank (BZW), based at the London Stock Exchange, Over time he helped to hedge the Barclays overnight trading book via futures in Chicago. He has helped cities and small financial institutions invest their excess liquidity and worked in various advisory capacities for a hedge fund in California. Mark joined the Charleston, SC office of UBS in 2015 as a Senior Vice President—Wealth Management.
While Mark married his wife, Georgia, in 1990, it wasn't until 1997 that he became her business partner. Mark's responsibilities on the team include monitoring the markets, researching investment options and addressing clients' questions that arise in between scheduled review meetings. Mark has also been a market commentator on local Charleston radio and television since 1999.
In his spare time he enjoys boating, fishing, tennis and spending time with his and Georgia's two children, Gabrielle and Liam.
Senior Vice President–Wealth Management
Mark began his financial services career over 30 years ago, on “Black Monday”. He was a junior trader of options and futures with Barclays Bank (BZW), based at the London Stock Exchange, Over time he helped to hedge the Barclays overnight trading book via futures in Chicago. He has helped cities and small financial institutions invest their excess liquidity and worked in various advisory capacities for a hedge fund in California. Mark joined the Charleston, SC office of UBS in 2015 as a Senior Vice President—Wealth Management.
While Mark married his wife, Georgia, in 1990, it wasn't until 1997 that he became her business partner. Mark's responsibilities on the team include monitoring the markets, researching investment options and addressing clients' questions that arise in between scheduled review meetings. Mark has also been a market commentator on local Charleston radio and television since 1999.
In his spare time he enjoys boating, fishing, tennis and spending time with his and Georgia's two children, Gabrielle and Liam.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
