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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Pat joined UBS in 2004 and has an extensive history providing financial advice to individuals and institutions. As a Financial Advisor, he focuses on developing financial plans, portfolio construction and strategy implementation on behalf of his clients. Pat holds Series 7 and 66 securities licenses as well as life, disability and annuity insurance licenses. He is a graduate of Babson College with a degree in business and lives in Hamilton, MA, with his wife, Melissa, and their three children. In his free time, Pat enjoys skiing, camping, and coaching football and lacrosse.
Education
Credentials
Senior Vice President–Wealth Management
Pat joined UBS in 2004 and has an extensive history providing financial advice to individuals and institutions. As a Financial Advisor, he focuses on developing financial plans, portfolio construction and strategy implementation on behalf of his clients. Pat holds Series 7 and 66 securities licenses as well as life, disability and annuity insurance licenses. He is a graduate of Babson College with a degree in business and lives in Hamilton, MA, with his wife, Melissa, and their three children. In his free time, Pat enjoys skiing, camping, and coaching football and lacrosse.
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
