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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
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
