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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
