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Global leader
UBS is a world-leading wealth manager
Senior Vice President–Wealth Management
Financial Advisor
Michael joined UBS Financial Services, Inc., in February 2013 as a Senior Vice President – Wealth Management after successful tenures at Morgan Stanley, Bank of America- Private Bank and Deutsche Bank Alex Brown. Over his 30-year career, Michael has developed a specialty focus on Ultra and High Net Worth individuals, families, family offices and institutions, particularly those who are founders and business owners.
Michael understands that with great wealth comes great responsibility; this allows him to focus on his passion for purpose-driven investing. By combining his expertise in investment management, his understanding of the sophisticated and complex wealth management and financial planning needs of the ultra-wealthy and his commitment to sustainability, Michael is able to deliver a highly personalized experience to like-minded clients. His promise to you is to guide, lead and advise you to help you achieve what matters most.
Michael holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association. He earned a degree in Business Administration from the University of Southern California.
Michael holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B96141.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Michael joined UBS Financial Services, Inc., in February 2013 as a Senior Vice President – Wealth Management after successful tenures at Morgan Stanley, Bank of America- Private Bank and Deutsche Bank Alex Brown. Over his 30-year career, Michael has developed a specialty focus on Ultra and High Net Worth individuals, families, family offices and institutions, particularly those who are founders and business owners.
Michael understands that with great wealth comes great responsibility; this allows him to focus on his passion for purpose-driven investing. By combining his expertise in investment management, his understanding of the sophisticated and complex wealth management and financial planning needs of the ultra-wealthy and his commitment to sustainability, Michael is able to deliver a highly personalized experience to like-minded clients. His promise to you is to guide, lead and advise you to help you achieve what matters most.
Michael holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultants Association. He earned a degree in Business Administration from the University of Southern California.
Michael holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B96141.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
Global leader
UBS is a world-leading wealth manager
51 countries
Our global footprint
$10 billion
USD invested in 100% sustainable portfolios4
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