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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Focused on Investment Strategy
Asset allocation is a proven strategy.
In today's markets, however, the trend to putting clients into impersonal investment models may not be the best for your specific goals. Opportunities may occur that allow tactical adjustments to avoid certain risks or weight a portfolio toward longer term trends. What is appropriate for each client requires both skill and listening to the clients concerns.
In order to implement our tactical allocations, Mark has earned the title of Portfolio Manager under the UBS Portfolio Management Program (PMP). The PMP program distinguishes the Western Reserve Financial Group from other advisors as UBS has authorized us to act as discretionary managers (for clients that authorize this management format). This designation requires special training, industry experience and experience in the wealth management of affluent individuals.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Focused on Investment Strategy
Asset allocation is a proven strategy.
In today's markets, however, the trend to putting clients into impersonal investment models may not be the best for your specific goals. Opportunities may occur that allow tactical adjustments to avoid certain risks or weight a portfolio toward longer term trends. What is appropriate for each client requires both skill and listening to the clients concerns.
In order to implement our tactical allocations, Mark has earned the title of Portfolio Manager under the UBS Portfolio Management Program (PMP). The PMP program distinguishes the Western Reserve Financial Group from other advisors as UBS has authorized us to act as discretionary managers (for clients that authorize this management format). This designation requires special training, industry experience and experience in the wealth management of affluent individuals.
Personal & Community
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$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
