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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.
I joined UBS Financial Services as a Registered Representative in 2002, and my practice concentrates on advising the high and ultra-high net worth market. I am focused on developing long-term relationships with entrepreneurs and business professionals with substantial earnings power or current assets. I work diligently to become a trusted advisor with the goal of simplifying the lives of my clients financially, therefore allowing them to concentrate on advising their clients, running their businesses, or simply enjoying their families and lives.
Prior to joining UBS, I was a member of Credit Suisse Private Banking Group USA as a result of its merge with Donaldson, Lufkin & Jenrette, where I began my career in Private Client Services in 1999.
I have a BA from Vanderbilt University and am Series 7, 63, 65, and 31 licensed for commodities and futures.
I currently live in Chicago with my wife, Samantha, and my two children, Forrest and Addison. In my free time, I enjoy playing golf, restoring antique boats, and spending time with my family.
Education
Credentials
Senior Vice President–Wealth Management
I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.
I joined UBS Financial Services as a Registered Representative in 2002, and my practice concentrates on advising the high and ultra-high net worth market. I am focused on developing long-term relationships with entrepreneurs and business professionals with substantial earnings power or current assets. I work diligently to become a trusted advisor with the goal of simplifying the lives of my clients financially, therefore allowing them to concentrate on advising their clients, running their businesses, or simply enjoying their families and lives.
Prior to joining UBS, I was a member of Credit Suisse Private Banking Group USA as a result of its merge with Donaldson, Lufkin & Jenrette, where I began my career in Private Client Services in 1999.
I have a BA from Vanderbilt University and am Series 7, 63, 65, and 31 licensed for commodities and futures.
I currently live in Chicago with my wife, Samantha, and my two children, Forrest and Addison. In my free time, I enjoy playing golf, restoring antique boats, and spending time with my family.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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