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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
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.
Credentials
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.
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
