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$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Pete is a seasoned advisor working with families in all aspects of their finances. This includes setting priorities, assessing risk tolerance and developing strategies to deliver long-term success. He has worked with individuals and families in transition for his entire career. Pete is comfortable working with other trusted advisors central to each family, including their legal and tax counsel, ensuring a cohesive plan. His experience over three decades allows him to ask questions that can lead to meaningful solutions for families.
Prior to joining UBS (PaineWebber) in 1991, Pete began his investment career with Dain Bosworth in 1982. An economics and business major at Macalester College and a keen interest in investments led to his advisor position.
A life long Minnesota resident, Pete has made a commitment to give back to the community. He has served as Chair of the FR Bigelow Foundation, overseeing grants that directly impacted the Greater East Side area. In addition, he has also served on the Board at the Dodge Nature Center in West Saint Paul and has most recently stepped away from Board and Committee work at Beyond Walls, an organization that combines two of his passions - the game of squash and education for kids.
Pete and his wife Beth live in Mendota Heights where they raised their three children. They are also proud first time grandparents.
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Pete is a seasoned advisor working with families in all aspects of their finances. This includes setting priorities, assessing risk tolerance and developing strategies to deliver long-term success. He has worked with individuals and families in transition for his entire career. Pete is comfortable working with other trusted advisors central to each family, including their legal and tax counsel, ensuring a cohesive plan. His experience over three decades allows him to ask questions that can lead to meaningful solutions for families.
Prior to joining UBS (PaineWebber) in 1991, Pete began his investment career with Dain Bosworth in 1982. An economics and business major at Macalester College and a keen interest in investments led to his advisor position.
A life long Minnesota resident, Pete has made a commitment to give back to the community. He has served as Chair of the FR Bigelow Foundation, overseeing grants that directly impacted the Greater East Side area. In addition, he has also served on the Board at the Dodge Nature Center in West Saint Paul and has most recently stepped away from Board and Committee work at Beyond Walls, an organization that combines two of his passions - the game of squash and education for kids.
Pete and his wife Beth live in Mendota Heights where they raised their three children. They are also proud first time grandparents.
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.
Education
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
Our global footprint
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