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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Born a Floridian, travel has taken Mike around the country and landed him in Hawaii in the early 1980s. He joined UBS as an advisor in 1987 when it was then PaineWebber. He went on to earn the prestigious CIMA designation in 2010 after completing the final course work at the Wharton School of Business and Economics. His practice has now come full circle and takes him once again across the country to work with small business owners, foundations and high net worth families. Mike's financial planning process involves in-depth information gathering, development of a sound investment solution incorporated into a customized "life plan". With Mike's approach to planning, clients obtain peace of mind knowing he will be with them to receive the result of his guidance.
In the local community, Mike is active with USA Swimming, and assists with Alumni Associations of Sigma Alpha Epsilon Fraternity, and the Princeton High School Alumni.
CA Insurance: 0H89180
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
Born a Floridian, travel has taken Mike around the country and landed him in Hawaii in the early 1980s. He joined UBS as an advisor in 1987 when it was then PaineWebber. He went on to earn the prestigious CIMA designation in 2010 after completing the final course work at the Wharton School of Business and Economics. His practice has now come full circle and takes him once again across the country to work with small business owners, foundations and high net worth families. Mike's financial planning process involves in-depth information gathering, development of a sound investment solution incorporated into a customized "life plan". With Mike's approach to planning, clients obtain peace of mind knowing he will be with them to receive the result of his guidance.
In the local community, Mike is active with USA Swimming, and assists with Alumni Associations of Sigma Alpha Epsilon Fraternity, and the Princeton High School Alumni.
CA Insurance: 0H89180
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
