100+
Collective years of experience
At New Columbia Advisors we understand highly successful families. Growing and preserving your complex wealth requires innovative approaches and global solutions. Working within the exclusive Private Wealth Management division of UBS, our team offers you expansive access to the full scope of the firm’s institutional, asset management and wealth management resources. Our trading and investment platforms, along with equity and debt research in every market, product class and currency, can provide you with opportunities that are truly “without borders.“
Whatever your goals—from retirement and next generation planning to pre- sale business strategies to development for your nonprofit—our experience and elite professional network can inform your decisions and provide an ongoing source of confidence today and for generations to come.
Head of Family and Philanthropy Advisory
Executive Director
Head of Advanced Planning
Managing Director
Head of Tailored Lending East
Executive Director
Senior Wealth & Tax Strategist
Executive Director
Advanced Planning/Family Office Solutions Group
Executive Director
Philanthropy Advisory Group/Family Office Solutions Group
100+
Collective years of experience
$4.3 billion
Assets under management
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager