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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Managing Director–Wealth Management
Financial Advisor
Matt focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design.
Matt is a Senior Portfolio Manager and has spent the last 24 years at UBS serving high-net-worth investors and their families. He graduated from the University of St. Thomas in 1991 with a BA in Business Administration Entrepreneurship.
Matt lives in St. Louis Park, MN and is very involved in the community by sitting on the board of directors for a local nonprofit, Minneapolis Next. In his free time Matt enjoys golf, skiing, and spending time with his family and friends.
Managing Director–Wealth Management
Financial Advisor
Matt focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design.
Matt is a Senior Portfolio Manager and has spent the last 24 years at UBS serving high-net-worth investors and their families. He graduated from the University of St. Thomas in 1991 with a BA in Business Administration Entrepreneurship.
Matt lives in St. Louis Park, MN and is very involved in the community by sitting on the board of directors for a local nonprofit, Minneapolis Next. In his free time Matt enjoys golf, skiing, and spending time with his family and friends.
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
