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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
A graduate of Harvard University, Ron began his career almost 41 years ago at Merrill Lynch. There he served as Advisor and soon became the Senior Resident Manager of the Ann Arbor office. In 2008, Ron joined the UBS family bringing with him a passion for Portfolio Management, one that has continued through his work as a Senior Vice President of Wealth Management and a Senior Portfolio Manager.
Ron lives in Plymouth with his wife of 41 years, Julie, and their 7 children to which he has imparted his love for the National Park System. An active Rotarian, Ron loves spending time in his community with his family as it continues to grow. Currently his favorite hobby is doting on his 11 grandchildren. In particular, you can catch him manning the pits at the Rotary Chicken BBQ every September. Splitting time between Gaylord, Michigan at Tortuga Financial Group's satellite office and the office in Plymouth, Ron is always available as he maintains that taking care of his clients is not a job but a way of life.
Personal & Community
Education
Credentials
Senior Vice President–Wealth Management
A graduate of Harvard University, Ron began his career almost 41 years ago at Merrill Lynch. There he served as Advisor and soon became the Senior Resident Manager of the Ann Arbor office. In 2008, Ron joined the UBS family bringing with him a passion for Portfolio Management, one that has continued through his work as a Senior Vice President of Wealth Management and a Senior Portfolio Manager.
Ron lives in Plymouth with his wife of 41 years, Julie, and their 7 children to which he has imparted his love for the National Park System. An active Rotarian, Ron loves spending time in his community with his family as it continues to grow. Currently his favorite hobby is doting on his 11 grandchildren. In particular, you can catch him manning the pits at the Rotary Chicken BBQ every September. Splitting time between Gaylord, Michigan at Tortuga Financial Group's satellite office and the office in Plymouth, Ron is always available as he maintains that taking care of his clients is not a job but a way of life.
Personal & Community
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
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