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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.
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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