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$6 trn
UBS Group invested assets
As of 12/31/2024
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Executive Director
Senior Wealth Strategy Associate
Paul has been advising clients regarding their investments for over 40 years, the last 23 with UBS (via PaineWebber). He has spent 25 of the last 40 years serving as Branch Manager of both the Fort Wayne and Indianapolis offices. In 2003 Paul was awarded the "Ed Connolly Leadership Award", given to the leading Branch Manager within the firm. Paul and his wife of 43 years, Cheryl, have two grown sons and three grandchildren. They make their home in Fort Wayne Indiana and enjoy spending time in Brown County, Indiana and Fort Myers Beach, Florida.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Executive Director
Senior Wealth Strategy Associate
Paul has been advising clients regarding their investments for over 40 years, the last 23 with UBS (via PaineWebber). He has spent 25 of the last 40 years serving as Branch Manager of both the Fort Wayne and Indianapolis offices. In 2003 Paul was awarded the "Ed Connolly Leadership Award", given to the leading Branch Manager within the firm. Paul and his wife of 43 years, Cheryl, have two grown sons and three grandchildren. They make their home in Fort Wayne Indiana and enjoy spending time in Brown County, Indiana and Fort Myers Beach, Florida.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
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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