Managing executive wealth

Our Approach

For many entrepreneurs, the majority of their wealth is tied up in the company they’ve spent years building.

That creates a unique challenge.

How do you protect, grow, and eventually transition that wealth in a way that supports both your family and your next chapter?

This is the work I focus on.

I am a Senior Vice President – Wealth Management at UBS and a Certified Exit Planning Advisor (CEPA®). For more than two decades, I have worked with entrepreneurs, founders, and high-net-worth families navigating the complex intersection of business ownership and personal wealth.

My career began in the late 1990s in equities sales and trading, followed by investment advisory roles at global firms including J.P. Morgan and Bank of America Private Bank before joining UBS. 

Today, my work centers on helping business owners think strategically about the entire lifecycle of wealth:

• Building and growing enterprise value
• Preparing for liquidity events and exits
• Structuring generational wealth and legacy planning
• Managing wealth after the transition from operating business owner to investor

As a CEPA advisor, I believe exit planning is not a transaction. It is a multi-year strategy that aligns the business, the personal balance sheet, and the life that follows.

The goal is not simply to sell a company.

The goal is to help founders step into their next chapter with clarity, confidence, and financial strength.

Through UBS, my clients also gain access to the global resources of one of the world’s leading wealth management platforms, including specialists in investment banking, estate planning, private markets, and custom portfolio design.

But at the center of the work is something simpler.

Helping clients solve the question:

“What comes next — and how do we get there well?”

With The Matthews Group, you are connected to a dedicated group of highly credentialed professionals with over 250 years of combined experience working directly with individuals and families navigating important decisions around their wealth. Our deep experience includes working with multigenerational families, business owners, executives, and real estate investors. Our advice covers the full spectrum from investment management, estate and tax, charitable planning, wealth transfer, business succession, family governance, next generation education, liquidity management to banking and lending. Backed by the extensive resources of UBS Private Wealth Management, we offer comprehensive solutions focused entirely on you, your family and your legacy.

We welcome the opportunity to learn more about you and how we can best serve your needs.