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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
I entered the investment business in 1982 and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2011 after 24 years at Morgan Stanley Smith Barney. My professional life is rooted in, flows from, and revolves around a deep-seated desire to provide clients with the best individualized advice I can offer in an ongoing endeavor to preserve capital, grow assets, and expertly administer their personal or corporate investment portfolios.
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
I entered the investment business in 1982 and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2011 after 24 years at Morgan Stanley Smith Barney. My professional life is rooted in, flows from, and revolves around a deep-seated desire to provide clients with the best individualized advice I can offer in an ongoing endeavor to preserve capital, grow assets, and expertly administer their personal or corporate investment portfolios.
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
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