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$6 trn
UBS Group invested assets
As of 12/31/2024
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
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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