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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Ted Bachrach received his Bachelors of Science from the University of Wisconsin in 1996 where he studied Molecular Biology. He then entered the Financial Services Industry at Oppenheimer in 1996, before joining UBS as a Vice-President Wealth Management. Ted has been with UBS since 2004, spending most of his career in the Chicago, IL branch and then moved to the Boulder, CO branch in 2016.
Ted is a Senior Portfolio Manager in the Portfolio Management Program at UBS, in addition to being a nationally accredited Chartered Financial Analyst (CFA).
Ted’s area of focus includes portfolio management and wealth preservation. He strives to help clients achieve their investment goals while maintaining long-standing client relationships.
Ted resides in Boulder, CO with his wife, Marla, and three children, Kate, Kaia and Valerie.
Education
Credentials
Senior Vice President–Wealth Management
Ted Bachrach received his Bachelors of Science from the University of Wisconsin in 1996 where he studied Molecular Biology. He then entered the Financial Services Industry at Oppenheimer in 1996, before joining UBS as a Vice-President Wealth Management. Ted has been with UBS since 2004, spending most of his career in the Chicago, IL branch and then moved to the Boulder, CO branch in 2016.
Ted is a Senior Portfolio Manager in the Portfolio Management Program at UBS, in addition to being a nationally accredited Chartered Financial Analyst (CFA).
Ted’s area of focus includes portfolio management and wealth preservation. He strives to help clients achieve their investment goals while maintaining long-standing client relationships.
Ted resides in Boulder, CO with his wife, Marla, and three children, Kate, Kaia and Valerie.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
