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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Patrick began his career in financial services in 2009, during the height of the Great Recession—an experience that instilled a lasting focus on risk management and long-term discipline. Today at UBS, he draws on that foundation to help clients navigate complex and evolving market environments with clarity and confidence.
Patrick holds the Private Wealth Advisor designation, as well as the Certified Financial Planner® (CFP®) certification and the Corporate Stock Benefit Consultant designation. He advises individuals and families—particularly corporate executives—on developing comprehensive financial strategies, with a focus on retirement planning, portfolio diversification, investment management, cash flow analysis, insurance planning, and coordination of estate planning and tax strategies with clients’ attorneys and accountants.
He has deep expertise in advising corporate executives on equity compensation, including evaluating its impact on overall financial strategies and managing concentrated positions. His specialties include 10b5-1 trading plans, block trading, and the management and disposition of restricted stock and stock options.
In addition to his professional work, Patrick is actively involved in the community. He volunteers with God’s Love We Deliver and supports organizations including The Gillian Fund and No
Greater Sacrifice.
Patrick earned a Bachelor of Arts in Economics, with a minor in Philosophy, from Rutgers University. Outside the office, he enjoys spending time with his family, golfing, and attending Yankees games. He lives in New Jersey with his wife, Kate, their two daughters, and their dog, Otis.
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
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER
Patrick began his career in financial services in 2009, during the height of the Great Recession—an experience that instilled a lasting focus on risk management and long-term discipline. Today at UBS, he draws on that foundation to help clients navigate complex and evolving market environments with clarity and confidence.
Patrick holds the Private Wealth Advisor designation, as well as the Certified Financial Planner® (CFP®) certification and the Corporate Stock Benefit Consultant designation. He advises individuals and families—particularly corporate executives—on developing comprehensive financial strategies, with a focus on retirement planning, portfolio diversification, investment management, cash flow analysis, insurance planning, and coordination of estate planning and tax strategies with clients’ attorneys and accountants.
He has deep expertise in advising corporate executives on equity compensation, including evaluating its impact on overall financial strategies and managing concentrated positions. His specialties include 10b5-1 trading plans, block trading, and the management and disposition of restricted stock and stock options.
In addition to his professional work, Patrick is actively involved in the community. He volunteers with God’s Love We Deliver and supports organizations including The Gillian Fund and No
Greater Sacrifice.
Patrick earned a Bachelor of Arts in Economics, with a minor in Philosophy, from Rutgers University. Outside the office, he enjoys spending time with his family, golfing, and attending Yankees games. He lives in New Jersey with his wife, Kate, their two daughters, and their dog, Otis.
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
