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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
In addition to working in the Investment Advisory business, I maintain several outside interests. My wife Beth and I are currently Co-Presidents of Elon University's (NC) Parents Council, as our two sons Owen and Liam are currently students at Elon. I currently serve as Chair of the Greens committee at Wellesley Country Club, as well as being elected to its board of Governors. In the winter, I serve as assistant Head Coach of the Wellesley High Varsity boys hockey team, keeping me connected to a sport that has been a passion since early childhood.
Personal & Community
Education
Senior Vice President–Wealth Management
Financial Advisor
In addition to working in the Investment Advisory business, I maintain several outside interests. My wife Beth and I are currently Co-Presidents of Elon University's (NC) Parents Council, as our two sons Owen and Liam are currently students at Elon. I currently serve as Chair of the Greens committee at Wellesley Country Club, as well as being elected to its board of Governors. In the winter, I serve as assistant Head Coach of the Wellesley High Varsity boys hockey team, keeping me connected to a sport that has been a passion since early childhood.
Personal & Community
Education
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$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
