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$6 trn
UBS Group invested assets
As of 12/31/2024
First Vice President
Senior Portfolio Manager
Paul brings more than 30 years of experience in providing lasting investment and wealth management solutions to clients and their families. Paul combines his experience with UBS' Wealth Management Americas Research evaluations of business conditions, economics and government policies to develop investment strategies that seek to generate superior returns. Strategic and tactical allocations and timely hedges aim to consistently outperform market benchmarks, but with less exposure to risk, enabling clients to accumulate more capital in up markets and retain more in down markets.
Paul has earned the designation of Certified Financial Planner™. He holds Series 4, 7, 9, 10, 31, 53, 63 and 65 securities licenses, as well as licenses to offer life, health and annuity insurance. Paul earned a B. A. in International Policy Science from Michigan State University's James Madison College. Paul is actively involved in his Parish, as well as high- school mentoring programs and community health initiatives.
Education
Credentials
First Vice President
Senior Portfolio Manager
Paul brings more than 30 years of experience in providing lasting investment and wealth management solutions to clients and their families. Paul combines his experience with UBS' Wealth Management Americas Research evaluations of business conditions, economics and government policies to develop investment strategies that seek to generate superior returns. Strategic and tactical allocations and timely hedges aim to consistently outperform market benchmarks, but with less exposure to risk, enabling clients to accumulate more capital in up markets and retain more in down markets.
Paul has earned the designation of Certified Financial Planner™. He holds Series 4, 7, 9, 10, 31, 53, 63 and 65 securities licenses, as well as licenses to offer life, health and annuity insurance. Paul earned a B. A. in International Policy Science from Michigan State University's James Madison College. Paul is actively involved in his Parish, as well as high- school mentoring programs and community health initiatives.
Education
Credentials
Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
