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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Whatever your concerns, I can help you to address your most important priorities. Over the last 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue their goals.
Experience to guide you forward
– Sr. Vice President, Wealth Management, UBS, 2007 – present
– Sr. Vice President of Investments, Smith Barney & predecessor firms,
1986– 2007
My professional achievements and education
– Series 7, 65, 63, SIE, PMP securities license
– B.A., Political Science, Elmira College, Elmira, NY
Making a difference in my community
– Country Director, Bright Hope International
– Board member, Chicago Tabernacle, Chicago Illinois
Education
Senior Vice President–Wealth Management
Financial Advisor
Whatever your concerns, I can help you to address your most important priorities. Over the last 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue their goals.
Experience to guide you forward
– Sr. Vice President, Wealth Management, UBS, 2007 – present
– Sr. Vice President of Investments, Smith Barney & predecessor firms,
1986– 2007
My professional achievements and education
– Series 7, 65, 63, SIE, PMP securities license
– B.A., Political Science, Elmira College, Elmira, NY
Making a difference in my community
– Country Director, Bright Hope International
– Board member, Chicago Tabernacle, Chicago Illinois
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
