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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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