$6.9 trn
UBS Group invested assets
As of 10/29/2025
Our team’s personalized approach provides goal-oriented, multigenerational wealth management for affluent families and comprehensive consulting for nonprofit organizations.
Whether we are advising an organization or a successful family, we work closely together with our clients to create a fully integrated, customized plan to help them achieve what matters most. Through our personalized approach, we promise to help provide:
Our team has the capabilities and experience to offer sophisticated advice designed specifically for your situation. You can be confident that the strategy we develop is based on what you or your organization need.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Wealth Management Associate
Senior Wealth Strategy Associate
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Wealth Strategy Associate
Wealth Management Associate
Senior Wealth Strategy Associate
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.
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.
Understanding the unique needs of nonprofit organizations
Endowments, foundations and not-for-profits come to us with a range of financial challenges. We are critical thinkers who go beyond financial guidance to work with institutions and their boards as problem-solvers focused on supporting each organization’s mission.
Managing your wealth goes beyond managing your money. Our disciplined planning process begins with a series of meaningful conversations. By actively listening, we’ll discover what’s important to you and work together to establish a comprehensive financial plan that prioritizes your goal.
Let’s build the future of multicultural wealth. Together.
Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.
In an ever-changing and challenging landscape, our team offers customized solutions centered on your organization’s evolving needs and requirements. We aim to deliver a disciplined process backed by UBS, a global leader in wealth management. From insightful investment policy and fiduciary support to strategic analysis and measurement, we put our vast resources, expertise, ongoing consulting and thought leadership to work in helping you realize your long-term vision.
Understanding the unique issues your organization is facing, our team strives to support you. No matter what type of organization you represent, expect a comprehensive approach that includes the following services.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
