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$7 trn
UBS Group invested assets
As of 12/31/2025
You're an executive juggling multiple priorities to help your company succeed. But what about your own financial future? Our team never underestimates the importance of financial planning when it comes to helping you make important decisions about your wealth. We view this as a business plan for your personal life, to help you measure success, and inform your financial decision-making today, tomorrow, and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael is best known for his comprehensive planning approach which combines investment and tax strategy to maximize growth and increase his clients' net worth.
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
Financial Advisor
Michael came to UBS in early 2020 after a successful career at Fidelity Investments as a Financial Consultant within their Private Client Group in Boston. In this position, Michael was in charge of financial planning and investment strategy for over 400 families and businesses representing over $1.1 billion in assets. Michael is best known for his comprehensive planning approach which combines investment and tax strategy to maximize growth and increase his clients' net worth.
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
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
