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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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
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The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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