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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
As a Senior Portfolio Manager, Mike focuses on high net worth and ultra-high net worth individuals, families and private foundations. During his 30+ years career at UBS and other financial services organizations, he has gained knowledge of the most sophisticated wealth management techniques and worked exclusively with a select group of clients to provide private planning, trust and estate planning, philanthropic services, concentrated stock management and tax minimization strategies.
Mike is recognized as someone who has knowledge and perspective on investments and has been quoted in publications such as The Wall Street Journal, The Palm Beach Post, The Sun Sentinel and Palm Beach Illustrated Magazine, as well as a variety of radio and television programs have asked him to provide insight and expertise on the markets. In addition, he co-hosted a television program entitled "Wealth and Wisdom" focused on educating the community for 11 years, which aired in South Florida on WXEL (PBS). Before joining UBS, Mike was a Managing Director at JPMorgan, where he held management positions as Regional Investment Executive for Michigan and Florida and Market Director for Florida and Georgia for Private Wealth Management.
Mike graduated cum laude from Palm Beach Atlantic University in 1990 with a B.S. in Business Administration with a concentration in Finance. He is a former Trustee of Palm Beach Atlantic University, a Director of the Albert E. and Birdie W. Einstein Fund, former Trustee for the Governor's School of the Arts Foundation Board, former board member for Impact Sports International and a graduate of Leadership Greenville Class 38.
Mike moved to Greenville, SC in 2009 with his wife, Stacey, and daughter, Brooke.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
As a Senior Portfolio Manager, Mike focuses on high net worth and ultra-high net worth individuals, families and private foundations. During his 30+ years career at UBS and other financial services organizations, he has gained knowledge of the most sophisticated wealth management techniques and worked exclusively with a select group of clients to provide private planning, trust and estate planning, philanthropic services, concentrated stock management and tax minimization strategies.
Mike is recognized as someone who has knowledge and perspective on investments and has been quoted in publications such as The Wall Street Journal, The Palm Beach Post, The Sun Sentinel and Palm Beach Illustrated Magazine, as well as a variety of radio and television programs have asked him to provide insight and expertise on the markets. In addition, he co-hosted a television program entitled "Wealth and Wisdom" focused on educating the community for 11 years, which aired in South Florida on WXEL (PBS). Before joining UBS, Mike was a Managing Director at JPMorgan, where he held management positions as Regional Investment Executive for Michigan and Florida and Market Director for Florida and Georgia for Private Wealth Management.
Mike graduated cum laude from Palm Beach Atlantic University in 1990 with a B.S. in Business Administration with a concentration in Finance. He is a former Trustee of Palm Beach Atlantic University, a Director of the Albert E. and Birdie W. Einstein Fund, former Trustee for the Governor's School of the Arts Foundation Board, former board member for Impact Sports International and a graduate of Leadership Greenville Class 38.
Mike moved to Greenville, SC in 2009 with his wife, Stacey, and daughter, Brooke.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
