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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
