$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Financial Advisor
Ron believes in a comprehensive wealth management approach when working with high net-worth individuals and their families, focusing first on their goals, investment history and risk tolerance in creating a plan for progressing towards their long-term objectives.
Ron graduated from Michigan State University where he was a goalie on the Spartan's hockey team. He earned a degree in Accounting & Finance and was twice named All-American as a player and twice earned Academic All-American honors. He then played in the National Hockey League for eight years, first with the New York Rangers and later the Los Angeles Kings.
He began his career in the financial services industry in 1991 with PaineWebber. After transferring to Key Bank and McDonald Investments he moved his business to UBS in 2007.
Ron and his wife Bonnie live in Baldwinsville where they raised their three children. They spend summers at their home on Skanteateles Lake. Ron enjoys golf and boating activities. He is also an assistant coach for a local high school hockey team.
Education
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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