$3.9 trillion
In invested assets globally
As of 12/31/2022
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
First Vice President–Wealth Management
Nick works with wealthy families, business owners and senior executives in the areas of financial planning, portfolio construction, and investment management. He also helps privately held companies optimize and manage their retirement plans. Prior to joining UBS, Nick was a Director at an independent investment management firm in the San Francisco Bay Area.
Nick earned an M.B.A. in Finance from the Wharton School at University of Pennsylvania and a B.A. in Business Administration from the University of Kansas. He is a CFA (Chartered Financial Analyst®) charterholder, a member of CFA Institute, a member of the CFA Society of San Francisco, a CERTIFIED FINANCIAL PLANNERTM practitioner, a Chartered Retirement Plans SpecialistSM and a member of the Estate Planning Council of Diablo Valley.
Nick lives in Walnut Creek with his wife and their two sons. On the weekend, he enjoys spending time with family, traveling and coaching kids soccer and little league.
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
First Vice President–Wealth Management
Nick works with wealthy families, business owners and senior executives in the areas of financial planning, portfolio construction, and investment management. He also helps privately held companies optimize and manage their retirement plans. Prior to joining UBS, Nick was a Director at an independent investment management firm in the San Francisco Bay Area.
Nick earned an M.B.A. in Finance from the Wharton School at University of Pennsylvania and a B.A. in Business Administration from the University of Kansas. He is a CFA (Chartered Financial Analyst®) charterholder, a member of CFA Institute, a member of the CFA Society of San Francisco, a CERTIFIED FINANCIAL PLANNERTM practitioner, a Chartered Retirement Plans SpecialistSM and a member of the Estate Planning Council of Diablo Valley.
Nick lives in Walnut Creek with his wife and their two sons. On the weekend, he enjoys spending time with family, traveling and coaching kids soccer and little league.
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
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Team Administrator
Authorized Officer
Senior Client Associate
Senior Client Associate
Senior Client Associate
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Team Administrator
Authorized Officer
Senior Client Associate
Senior Client Associate
Senior Client Associate
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
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$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
