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$3.9 trillion
In invested assets globally
As of 12/31/2022
As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.
Senior Vice President–Wealth Management
Tammy Head, Senior Portfolio Manager has been in the industry for over 33 years specializing in Alaskan Native Corporations, Hospitals and many high net worth individuals. She has obtained her Certified Investment Management Analyst designation from Wharton School, Charter Financial Consultant, Chartered Life Underwriter, and her Chartered Retirement Planning Specialist designations. Tammy is a 2nd Lt of the Civil Air Patrol; she is a Mission Scanner as well as a private pilot. Her hobbies include skiing, flying, quilting and spending time outdoors with her husband and two sons.
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
Credentials
Senior Vice President–Wealth Management
Tammy Head, Senior Portfolio Manager has been in the industry for over 33 years specializing in Alaskan Native Corporations, Hospitals and many high net worth individuals. She has obtained her Certified Investment Management Analyst designation from Wharton School, Charter Financial Consultant, Chartered Life Underwriter, and her Chartered Retirement Planning Specialist designations. Tammy is a 2nd Lt of the Civil Air Patrol; she is a Mission Scanner as well as a private pilot. Her hobbies include skiing, flying, quilting and spending time outdoors with her husband and two sons.
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
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
