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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
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
