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$3.6 trillion
In invested assets globally UBS financial reporting year-end results 2019
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Financial Advisor
Peter holds a BS in Accounting from Manhattan College, a JD from the University of Notre Dame and a MBA from NYU. Prior to becoming a financial advisor, Peter practiced corporate and securities law for over 20 years. He was with law firms in New York and Washington, DC and was a General Counsel of a public company for over 13 years. He and his wife Jan have 3 children (Thomas, Mathilda and Paul) and reside on Mercer Island, WA. Peter coached youth baseball on Mercer Island for 11 years. He is very active in the community. He is currently the President of the Notre Dame Club of Greater Seattle and was on the boards of the Mercer Island Baseball Booster Club, Mercer Island Little League and Mercer Island Select Baseball. He was a member of the Mercer Island Rotary Club for over 10 years. Peter likes to run. He is an avid fan of all Notre Dame sports teams and a huge New York Yankees fan.
Education
Credentials
Financial Advisor
Peter holds a BS in Accounting from Manhattan College, a JD from the University of Notre Dame and a MBA from NYU. Prior to becoming a financial advisor, Peter practiced corporate and securities law for over 20 years. He was with law firms in New York and Washington, DC and was a General Counsel of a public company for over 13 years. He and his wife Jan have 3 children (Thomas, Mathilda and Paul) and reside on Mercer Island, WA. Peter coached youth baseball on Mercer Island for 11 years. He is very active in the community. He is currently the President of the Notre Dame Club of Greater Seattle and was on the boards of the Mercer Island Baseball Booster Club, Mercer Island Little League and Mercer Island Select Baseball. He was a member of the Mercer Island Rotary Club for over 10 years. Peter likes to run. He is an avid fan of all Notre Dame sports teams and a huge New York Yankees fan.
Education
Credentials
Understanding your life, your wealth and what you want to accomplish.
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UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.6 trillion
In invested assets globally UBS financial reporting year-end results 2019
51 countries
Our global footprint
Largest
UBS is the world's largest wealth manager1
1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.
