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$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
Sam joined UBS as a financial advisor in 2000, and he focuses his time in the financial planning space. Sam discovered his affinity towards Capital Markets and investing while in college at the University of Maryland pursuing his degree as an MBA. He realized that this would be an impactful way to marry his interests with his desire to serve others and so began his career in finance.
Sam has decades of experience partnering with families to help them plan a future that will provide financial security, peace of mind, and the freedom to purse their passions. Families on their way to building generational wealth rely on Sam’s experience and the tools at his disposal through UBS, to help them successfully navigate this path. The relationships he creates with his clients are of utmost importance to him and he believes that communication is the key component to helping his clients achieve the level of financial comfort they seek.
In addition to working with clients, Sam has endeavored to spend time helping in his community. He has served as President of the Orange County U of Maryland alumni association and as a volunteer with the Children’s Hospital of Orange County. Over the years, he has worked with various organizations that benefit children. Currently he spends time volunteering at his youngest child’s school. Sam’s passion is his family and spending time together with his wife and children, traveling and participating in outdoor activities like biking, swimming, and skiing.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Sam joined UBS as a financial advisor in 2000, and he focuses his time in the financial planning space. Sam discovered his affinity towards Capital Markets and investing while in college at the University of Maryland pursuing his degree as an MBA. He realized that this would be an impactful way to marry his interests with his desire to serve others and so began his career in finance.
Sam has decades of experience partnering with families to help them plan a future that will provide financial security, peace of mind, and the freedom to purse their passions. Families on their way to building generational wealth rely on Sam’s experience and the tools at his disposal through UBS, to help them successfully navigate this path. The relationships he creates with his clients are of utmost importance to him and he believes that communication is the key component to helping his clients achieve the level of financial comfort they seek.
In addition to working with clients, Sam has endeavored to spend time helping in his community. He has served as President of the Orange County U of Maryland alumni association and as a volunteer with the Children’s Hospital of Orange County. Over the years, he has worked with various organizations that benefit children. Currently he spends time volunteering at his youngest child’s school. Sam’s passion is his family and spending time together with his wife and children, traveling and participating in outdoor activities like biking, swimming, and skiing.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
