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$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Phil has developed a broad-based background and record of accomplishment over a 30 year professional career. Phil joined UBS in 2011, following 8 years with Morgan Stanley and Smith Barney. In 2007, Phil completed Smith Barney's Leadership Development Program, reserved for a highly selective group of financial advisors from throughout the United States.
Prior to joining Smith Barney in 2003, Phil developed expertise in financial analysis and management as well as strategic planning, with a particular emphasis helping successful business owners and medical professionals evaluate opportunities and achieve their long-term financial goals.
Phil served as Founder & President of MDX, Inc., a management consulting firm, from 1991 to 2003. Phil's educational background includes a Master of Public Administration degree with a concentration in finance from the Wagner School of Public Service at New York University, and a bachelor's degree from the College of the Holy Cross in Worcester, MA where he majored in English and had a secondary concentration in economics.
Education
Senior Vice President–Wealth Management
Financial Advisor
Phil has developed a broad-based background and record of accomplishment over a 30 year professional career. Phil joined UBS in 2011, following 8 years with Morgan Stanley and Smith Barney. In 2007, Phil completed Smith Barney's Leadership Development Program, reserved for a highly selective group of financial advisors from throughout the United States.
Prior to joining Smith Barney in 2003, Phil developed expertise in financial analysis and management as well as strategic planning, with a particular emphasis helping successful business owners and medical professionals evaluate opportunities and achieve their long-term financial goals.
Phil served as Founder & President of MDX, Inc., a management consulting firm, from 1991 to 2003. Phil's educational background includes a Master of Public Administration degree with a concentration in finance from the Wagner School of Public Service at New York University, and a bachelor's degree from the College of the Holy Cross in Worcester, MA where he majored in English and had a secondary concentration in economics.
Education
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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UBS is a leading and truly global wealth manager
