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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Account Vice President
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 the past 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. He is on the board of the Notre Dame Alumni Association. Peter likes to run. He is an avid fan of all Notre Dame sports teams and a huge New York Yankees fan.
Education
Credentials
Account Vice President
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 the past 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. He is on the board of the Notre Dame Alumni Association. Peter likes to run. He is an avid fan of all Notre Dame sports teams and a huge New York Yankees fan.
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
Global leader
UBS is a leading and truly global wealth manager
