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$7 trn
UBS Group invested assets
As of 12/31/2025
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
Patrick has over 21 years of experience in the financial services industry working closely with clients as their trusted advisor. After Landon School in Bethesda, Patrick attended the University of Virginia, where he played on the men's tennis team and graduated from the McIntire School of Commerce with a concentration in finance. As a Portfolio Manager at UBS, he focuses on financial planning and asset management.
Capabilities to impact your life and wealth
My professional achievements and education
Making a difference in my community
Outside the office
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
Patrick has over 21 years of experience in the financial services industry working closely with clients as their trusted advisor. After Landon School in Bethesda, Patrick attended the University of Virginia, where he played on the men's tennis team and graduated from the McIntire School of Commerce with a concentration in finance. As a Portfolio Manager at UBS, he focuses on financial planning and asset management.
Capabilities to impact your life and wealth
My professional achievements and education
Making a difference in my community
Outside the office
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
