An experienced and committed team

Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

Professional History
Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.


Education
Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

Licenses and Certifications
Titus holds Series 7, 31 and 66 licenses.

Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

Matthew Morris is the Midwest Division Head of the Portfolio Advisory Group (PAG), leading a regional team of experienced investment professionals dedicated to providing asset allocation, portfolio construction, and investment management guidance and education to UBS' Ultra High Net Worth clients. Matthew and his team specialize in developing multi-asset, customized investment strategies and portfolios for sophisticated individuals, families, and institutions.

Professional history
Christiaan is a Director and Client Solutions Specialist in the Family Office Solutions team, established to holistically serve $100 million+ net worth families and family offices, in partnership with Private Wealth Advisors.

Christiaan has been advising UHNW clients and their family offices, their businesses, and charitable foundations for over 15 years. He has worked 5 years in Investment Banking, 10 years in Private Wealth Management, and has resp. advised on over $10bln of corporate transaction value, and on over $25bln of client assets. Christiaan joined UBS in 2015 and he has worked since then in Amsterdam, Milan, Paris, Zurich, and New York.

Publications
UBS Global Family Office Report 2024, one of our most-read publications with insights from 320 institutional single family offices, ranging from asset allocation, portfolio diversification, and alternative investments, to family office professionalization, costs, risks, staffing, and governance.

Education
Christiaan holds a dual Bachelor’s degree in Economics and Business Economics, and a Master’s degree in Financial Economics from the Erasmus University Rotterdam, as well as executive degrees in Leadership and Organizational Agility from Harvard University, his Series 7 and Series 66 licenses, and banking licenses in 15 European jurisdictions.