#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Managing Director–Wealth Management
Financial Advisor
Sean works with international Private Wealth clients and their family offices. He takes pride in being part of a team focused on guiding decision-making and helping families and their advisors confidently meet their goals and objectives.
A natural problem solver, Sean has over two decades of experience with UBS in the US and Europe focused on leveraging the capabilities of UBS to deliver bespoke advice and solutions.
Sean has deep experience navigating the planning, strategy, and investment needs of international families as they navigate global markets.
Sean received his B.A in Financial Services (Honors) from Napier University in Edinburgh, Scotland, and his MBA from Columbia University. Sean holds the UBS Family Office Consultant designation and is a CFA® charterholder.
Managing Director–Wealth Management
Financial Advisor
Sean works with international Private Wealth clients and their family offices. He takes pride in being part of a team focused on guiding decision-making and helping families and their advisors confidently meet their goals and objectives.
A natural problem solver, Sean has over two decades of experience with UBS in the US and Europe focused on leveraging the capabilities of UBS to deliver bespoke advice and solutions.
Sean has deep experience navigating the planning, strategy, and investment needs of international families as they navigate global markets.
Sean received his B.A in Financial Services (Honors) from Napier University in Edinburgh, Scotland, and his MBA from Columbia University. Sean holds the UBS Family Office Consultant designation and is a CFA® charterholder.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Client Associate
Client Associate
Authorized Officer
Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Client Associate
Client Associate
Authorized Officer
Client Associate
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.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
