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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
