$2.8 trillion
In invested assets globally
As of 06/30/2022
The O’Brien Tate Group offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. As a team with deep experience successfully navigating the complexities of business, finance and family, we provide compassionate advice and empowering financial strategies. The O’Brien Tate Group operates from the UBS Private Wealth Management office in Charlotte, one of ten such offices in the United States designed to specifically address the needs of ultra high net worth investors.
We work with a select number of affluent families, investment bankers, business owners, and entrepreneurs. They count on us for access to a broad range of insights, expertise and services. They require a highly experienced team of Private Wealth Management professionals to help coordinate and manage all aspects of their financial world.
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
Managing Director–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Vice President–Wealth Management
Private Wealth Advisor
Authorized Officer
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
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
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
