How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Seth Baliban, CPWA

Senior Vice President–Wealth Management

Seth grew up in Philadelphia where his family ran a small business for three generations. He worked there from childhood through high school, and many of his deepest convictions about work ethic and client service are rooted in the lessons he learned while working alongside his family. During his 26 years in the investment business, Seth has worked with his clients to define and plan for their financial goals. He personally designs and supervises portfolios for approximately 50 clients, many of whom span multiple generations of families including several 2, 3, and even a 4-generation family.

As Portfolio Manager, Seth stresses the importance of a long-term perspective. Successful investments often take time to mature, and then may provide rewards for years or even decades.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • IN
  • KY
  • MA
  • MD
  • MN
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA

Credentials

  • Senior Portfolio Manager
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
  • (502) 420-7626

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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