$1.1 billion
Assets under management
At the Charles Day Group, we believe that insightful wealth management is always valuable—but when life is changing, it's more important than ever. As Private Wealth Advisors, we help highly successful families and entrepreneurs plan and invest for their most meaningful goals. Our experience, training and sweeping access to the extensive resources and expertise across all of UBS Private Wealth Management provide us with the clarity and opportunities to manage complex estate, wealth protection and liquidity planning challenges.
What can you expect from your relationship with us? Our advice is straightforward and honest. We make deep emotional connections that are supportive and reassuring. The Charles Day Group makes a long-term commitment to truly advocate for you—particularly during times of transition when your life and wealth are “in motion.” In fact, that's why many of our clients delegate the oversight of their personal finances to us. It's a role we welcome, encourage and strive to earn every day.
Our clients rely on us to deal with what is usually the most stressful part of their lives—their financial world. We embrace that role.
There is nothing more fulfilling than taking care of people. We embrace that role—helping our clients feel understood, supported and confident in the future. To us, there is no better measure of success.
Wherever you are in your life, whether you’re negotiating a difficult divorce, considering that next big step in business or hoping to retire within the next five years, we’ll work with you to provide the right advice, the right plan and the best strategy to help you get there.
Managing Director–Wealth Management
Family Office Consultant
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Senior Wealth Strategy Associate
Accredited Wealth Management Advisor℠
Client Associate
Accredited Wealth Management Advisor℠
Client Associate
Accredited Wealth Management Advisor℠
Executive Director
Advanced Planning/Family Office Solutions Group
Executive Director
Senior Wealth & Tax Strategist
Managing Director
Co-Head Global IM Alternative Investment Solutions
Executive Director
Structured Solutions Consultant
Head of US Office of Public Policy
Executive Director
Family Office Design & Governance Strategist
Managing Director–Wealth Management
Family Office Consultant
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Senior Wealth Strategy Associate
Accredited Wealth Management Advisor℠
Client Associate
Accredited Wealth Management Advisor℠
Client Associate
Accredited Wealth Management Advisor℠
Executive Director
Advanced Planning/Family Office Solutions Group
Executive Director
Senior Wealth & Tax Strategist
Managing Director
Co-Head Global IM Alternative Investment Solutions
Executive Director
Structured Solutions Consultant
Head of US Office of Public Policy
Executive Director
Family Office Design & Governance Strategist
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
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
We believe clients rely on us most during some of the most stressful periods of their lives—personally and professionally. We want to be a stabilizing force during these times, but also a source of real advice and solutions that can help you make well-informed decisions—beyond investing—for yourself, your family and your business.
The Family Office Consultant (FOC) is a UBS business designation earned by a select group of Financial Advisors. They have undergone rigorous training to strengthen their knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth (UHNW) clients and their families. Understanding the complexities of intergenerational wealth and the challenges faced by UHNW clients, Charles aligns specific needs to the full suite of UBS capabilities. Working together, FOCs strive to help these clients address critical concerns to pursue their most important goals.
$1.1 billion
Assets under management
60
Client relationships
25
Years in business as a team
$3.9 trillion
In invested assets globally
As of 12/31/2022
Best
Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022
Global leader
UBS is a world-leading wealth manager
