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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
I joined UBS's Philadelphia office in 1988 after a successful 15 year career as a manufacturing executive specializing in international management and finance. My primary focus is developing investment strategies emphasizing preservation of capital for private investors, families, and institutions. I hold a Bachelor's degree from The American University and earned an MBA from The Wharton School of the University of Pennsylvania.
Education
First Vice President–Wealth Management
I joined UBS's Philadelphia office in 1988 after a successful 15 year career as a manufacturing executive specializing in international management and finance. My primary focus is developing investment strategies emphasizing preservation of capital for private investors, families, and institutions. I hold a Bachelor's degree from The American University and earned an MBA from The Wharton School of the University of Pennsylvania.
Education
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
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
