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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Richard joined UBS in 2001. He focuses on developing individualized investment, retirement and philanthopic strategies through comprehensive financial planning for our clients. Prior to joining UBS, Rich spent more than 10 years in the banking industry with American National Bank, a wholly owned subsidiary of J.P. Morgan. He managed more than 100 institutional banking relationships, providing lending, operational and investment services. He then went on to serve as a consultant at KPMG. Rich earned a B.A. in History from the University of Wisconsin - Madison and an M.B.A in Finance from DePaul University. He is a Certified Financial Planner (CFP® ) and has a certificate in Family Wealth Advising from the Family Firm Institute. Rich volunteers with the People's Resource Center food bank and Sharing Connections furniture bank. He also coaches Little League in Western Springs, IL where he lives with his wife, Pamela, and their two sons. In the fall, Rich officiates NCAA Division I football.
Personal & Community
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
Richard joined UBS in 2001. He focuses on developing individualized investment, retirement and philanthopic strategies through comprehensive financial planning for our clients. Prior to joining UBS, Rich spent more than 10 years in the banking industry with American National Bank, a wholly owned subsidiary of J.P. Morgan. He managed more than 100 institutional banking relationships, providing lending, operational and investment services. He then went on to serve as a consultant at KPMG. Rich earned a B.A. in History from the University of Wisconsin - Madison and an M.B.A in Finance from DePaul University. He is a Certified Financial Planner (CFP® ) and has a certificate in Family Wealth Advising from the Family Firm Institute. Rich volunteers with the People's Resource Center food bank and Sharing Connections furniture bank. He also coaches Little League in Western Springs, IL where he lives with his wife, Pamela, and their two sons. In the fall, Rich officiates NCAA Division I football.
Personal & Community
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
