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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Mike began his career in one of the equity market’s most tumultuous months on record—and over the years he has helped clients manage their wealth throughout good times and bad. Mike joined UBS in 2014 after 25 years at Merrill Lynch.
Mike's primary responsibilities include all aspects of Wealth Management including asset allocation, portfolio manager selection and evaluating alternative investments.
Mike is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He received his BS from Kent State University, his M.B.A. from Case Western Reserve University and he obtained the CIMA designation from the Wharton School in 2006.
Mike and his live in wife Lakewood, CO and are proud parents of three adult sons. In his free time, he enjoys golf and travel.
Senior Vice President–Wealth Management
Mike began his career in one of the equity market’s most tumultuous months on record—and over the years he has helped clients manage their wealth throughout good times and bad. Mike joined UBS in 2014 after 25 years at Merrill Lynch.
Mike's primary responsibilities include all aspects of Wealth Management including asset allocation, portfolio manager selection and evaluating alternative investments.
Mike is FINRA-registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He received his BS from Kent State University, his M.B.A. from Case Western Reserve University and he obtained the CIMA designation from the Wharton School in 2006.
Mike and his live in wife Lakewood, CO and are proud parents of three adult sons. In his free time, he enjoys golf and travel.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
