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$6 trn
UBS Group invested assets
As of 12/31/2024
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Senior Vice President–Wealth Management
Financial Advisor
Since 1987 I have been providing investment services to homeowner association clients. I have deliberately familiarized myself with the financial objectives and concerns of such associations, their directors, and managers. I am a member of Community Associations Institute and past president of its California North chapter.
The financial asset size of client association relationships ranges from $1,000,000 to $20,000,000+. I personally represent 180+ associations and their 75,000+ homes; and $180,000,000+ of their UBS-held assets. A basic strategy is employed in each instance with customization for the particular goals of each association. Client references are available.
I am in my thirty-fifth year as a financial advisor after receiving a degree in Economics from University of California, Davis. I have been with the same firm since moving to Sacramento in 1989, though it has changed names from Kidder Peabody, to PaineWebber, to UBS.
Education
Senior Vice President–Wealth Management
Financial Advisor
Since 1987 I have been providing investment services to homeowner association clients. I have deliberately familiarized myself with the financial objectives and concerns of such associations, their directors, and managers. I am a member of Community Associations Institute and past president of its California North chapter.
The financial asset size of client association relationships ranges from $1,000,000 to $20,000,000+. I personally represent 180+ associations and their 75,000+ homes; and $180,000,000+ of their UBS-held assets. A basic strategy is employed in each instance with customization for the particular goals of each association. Client references are available.
I am in my thirty-fifth year as a financial advisor after receiving a degree in Economics from University of California, Davis. I have been with the same firm since moving to Sacramento in 1989, though it has changed names from Kidder Peabody, to PaineWebber, to UBS.
Education
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
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