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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Senior Vice President–Wealth Management
Financial Advisor
Scott joined UBS in 2014 as a Senior Vice President and Senior Portfolio Manager after 14 years with Morgan Stanley. He specializes in serving his clients through portfolio management and financial planning, emphasizing the importance of risk management.
Scott attended the Wharton School of Business at the University of Pennsylvania to complete the Certified Investment Management Analyst designation in 2005-2006. He also holds the designation of Certified Financial Planner, representing a standard of excellence and a high level of competency, ethics and professionalism. He is one of the few advisors in the state that holds both designations. In 2007, he completed the Consultants University at the Chicago Booth School of Business at the University of Chicago. Scott graduated from the University of Utah with a degree in Finance.
Scott has four children and currently resides in the Salt Lake Valley. He is an avid baseball fan and coaches a competitive traveling youth baseball team. He also enjoys crossfit, golfing, fly fishing, skiing and mountain biking.
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
Financial Advisor
Scott joined UBS in 2014 as a Senior Vice President and Senior Portfolio Manager after 14 years with Morgan Stanley. He specializes in serving his clients through portfolio management and financial planning, emphasizing the importance of risk management.
Scott attended the Wharton School of Business at the University of Pennsylvania to complete the Certified Investment Management Analyst designation in 2005-2006. He also holds the designation of Certified Financial Planner, representing a standard of excellence and a high level of competency, ethics and professionalism. He is one of the few advisors in the state that holds both designations. In 2007, he completed the Consultants University at the Chicago Booth School of Business at the University of Chicago. Scott graduated from the University of Utah with a degree in Finance.
Scott has four children and currently resides in the Salt Lake Valley. He is an avid baseball fan and coaches a competitive traveling youth baseball team. He also enjoys crossfit, golfing, fly fishing, skiing and mountain biking.
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
