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$6 trn
UBS Group invested assets
As of 12/31/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Owen has been with UBS since 1987. Owen has a broad range of clients that include private clients, nonprofit organizations, endowments and foundations, municipalities and corporate retirement accounts. His investment philosophy stresses the importance of asset allocation and diversification, which he bases on each client's long-term goals and objectives.
Owen earned his Certified Investment Management Analyst, Chartered Private Wealth Advisor and Certified Exit Planning Advisor credentials and is a member of UBS's President's Council.
Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people. He splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.
Arizona Insurance License # 4638475
California Insurance License #4256828
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
Owen has been with UBS since 1987. Owen has a broad range of clients that include private clients, nonprofit organizations, endowments and foundations, municipalities and corporate retirement accounts. His investment philosophy stresses the importance of asset allocation and diversification, which he bases on each client's long-term goals and objectives.
Owen earned his Certified Investment Management Analyst, Chartered Private Wealth Advisor and Certified Exit Planning Advisor credentials and is a member of UBS's President's Council.
Owen has served on the board for Ronald McDonald House Charities and actively supports the Boys and Girls Club, as well as other organizations that strive to improve the lives of young people. He splits time between Alaska, Arizona, and Oregon so he can enjoy his passion for the outdoors and share it with his wife and son.
Arizona Insurance License # 4638475
California Insurance License #4256828
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
