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$6 trn
UBS Group invested assets
As of 12/31/2024
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. 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.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Vice President–Wealth Management
Financial Advisor
Pat entered the financial services industry in 2009 during the peak of the Great Recession. He has leveraged this experience at UBS, where he now helps clients navigate ever-changing market landscapes.
Pat has attained the Private Wealth Advisor designation. He also holds the Certified Financial Planner™ (CFP®) certification and Corporate Stock Benefit Consultant designation. He works with individuals and families in creating comprehensive financial plans, while focusing on retirement planning, diversification, investment management and cash flow analysis.
Pat has experience in assisting corporate executives evaluate equity compensation and the impact those awards have on their overall financial plan. He specializes in 10b5-1 trading plans, block trading, the sale of restricted stock and stock options. He is a volunteer for the charity God’s Love We Deliver and is a supporter of the Gillian Fund and No Greater Sacrifice. In his spare time, he enjoys golfing, playing basketball and attending Yankees games. Pat lives in New Jersey with his wife, Kate, their daughter, Penelope and dog Otis.
Pat graduated from Rutgers University with a B.A. in Economics and a minor in Philosophy.
CA License Number: 4108701
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
Vice President–Wealth Management
Financial Advisor
Pat entered the financial services industry in 2009 during the peak of the Great Recession. He has leveraged this experience at UBS, where he now helps clients navigate ever-changing market landscapes.
Pat has attained the Private Wealth Advisor designation. He also holds the Certified Financial Planner™ (CFP®) certification and Corporate Stock Benefit Consultant designation. He works with individuals and families in creating comprehensive financial plans, while focusing on retirement planning, diversification, investment management and cash flow analysis.
Pat has experience in assisting corporate executives evaluate equity compensation and the impact those awards have on their overall financial plan. He specializes in 10b5-1 trading plans, block trading, the sale of restricted stock and stock options. He is a volunteer for the charity God’s Love We Deliver and is a supporter of the Gillian Fund and No Greater Sacrifice. In his spare time, he enjoys golfing, playing basketball and attending Yankees games. Pat lives in New Jersey with his wife, Kate, their daughter, Penelope and dog Otis.
Pat graduated from Rutgers University with a B.A. in Economics and a minor in Philosophy.
CA License Number: 4108701
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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
