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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
First 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
First 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
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
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UBS is a leading and truly global wealth manager
