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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
Senior Vice President–Wealth Management
Michael Wasserman launched his career in 1989 as an intern in Quantitative Research with the bank Societe Generale in Paris, France. Today, Michael manages and protects the continued prosperity of 40 successful entrepreneurs and their families. His professional service philosophy rests on connected communication and responsiveness, guiding clients through a customized investment strategy aimed at successfully reaching their personal financial goals. Michael has managed his clients' wealth through three recessions and several market corrections. These challenging cycles have reinforced Michael's belief that there is no responsibility more critical than the professional stewardship of entrusted client assets.
Michael is multilingual and conducts daily client communication in several languages including English, Portuguese, Spanish and Hebrew. Prior to receiving his MBA at Babson College, Michael served in an infantry combat unit with the IDF. He is actively involved with local nonprofits in the areas of education and social support services to the underserved in his community. When he is not training for an endurance athletic event, Michael enjoys spending time with his wife and two daughters.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
Michael Wasserman launched his career in 1989 as an intern in Quantitative Research with the bank Societe Generale in Paris, France. Today, Michael manages and protects the continued prosperity of 40 successful entrepreneurs and their families. His professional service philosophy rests on connected communication and responsiveness, guiding clients through a customized investment strategy aimed at successfully reaching their personal financial goals. Michael has managed his clients' wealth through three recessions and several market corrections. These challenging cycles have reinforced Michael's belief that there is no responsibility more critical than the professional stewardship of entrusted client assets.
Michael is multilingual and conducts daily client communication in several languages including English, Portuguese, Spanish and Hebrew. Prior to receiving his MBA at Babson College, Michael served in an infantry combat unit with the IDF. He is actively involved with local nonprofits in the areas of education and social support services to the underserved in his community. When he is not training for an endurance athletic event, Michael enjoys spending time with his wife and two daughters.
Personal & Community
Education
Credentials
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.
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.
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
Global leader
UBS is a leading and truly global wealth manager
