More than 160 years
offering financial advice
Senior Vice President–Wealth Management
With over 30 years of experience in the financial industry, Ted joined UBS in 2009, after 17 years at Bank of America Private Bank as a Private Client Advisor. He has a built a strong reputation of being able to delivery personalized comprehensive wealth management solutions for high-net-worth clients. His hands-on approach, combined with extensive knowledge of market risk, allows him to deliver a client experience that separates him from his peers.
He provides his clients and their families with a wide array of wealth management solutions including asset allocation, performance monitoring, estate planning, philanthropic planning, and credit solutions.
Ted has served as President of the Red Cross of Martin County as well as served as a board member of The Boys and Girls Club of Matin County as well as the Boys and Girls Club of Palm Beach County. Ted enjoys boating, fishing, and golf in his spare time.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
More than 160 years
offering financial advice
Global leader
UBS is a leading and truly global wealth manager
$5.9+ trn
UBS Group invested assets
As of 06/30/2024