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

Senior Vice President–Wealth Management

Financial Advisor

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
  • CT
  • FL
  • IL
  • IN
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA

Credentials

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

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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