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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Senior Vice President–Wealth Management
I began my career in one of the equity market's most tumultuos months on record, October 1987. Over the past 29 years, I have helped clients manage their wealth through good times and bad. I joined UBS in 2008 after 21 years at Morgan Stanley.
I manage assets discretionarily for my clients and for other Advisors' clients. I am FINRA - registered and hold Series 7 and 63 securities licenses.
My bachelor of arts degree is from Northwestern University. I completed the Investment Consultant program at the Wharton School at the University of Pennsylvania. I was awarded the Certified Portfolio Manager designation by the Academy of Certified Portfolio Managers program at the Fu Foundation School of Engineering and Applied Science at Columbia University and was the Valedictorian of the 2012 class. I am currently a board member of the Academy of Certified Portfolio Managers.
My wife, Susan, and I live with our three children, Maddy, Henry and Winston in Chesterland, Ohio and Steuben, Maine.
Education
Credentials
Senior Vice President–Wealth Management
I began my career in one of the equity market's most tumultuos months on record, October 1987. Over the past 29 years, I have helped clients manage their wealth through good times and bad. I joined UBS in 2008 after 21 years at Morgan Stanley.
I manage assets discretionarily for my clients and for other Advisors' clients. I am FINRA - registered and hold Series 7 and 63 securities licenses.
My bachelor of arts degree is from Northwestern University. I completed the Investment Consultant program at the Wharton School at the University of Pennsylvania. I was awarded the Certified Portfolio Manager designation by the Academy of Certified Portfolio Managers program at the Fu Foundation School of Engineering and Applied Science at Columbia University and was the Valedictorian of the 2012 class. I am currently a board member of the Academy of Certified Portfolio Managers.
My wife, Susan, and I live with our three children, Maddy, Henry and Winston in Chesterland, Ohio and Steuben, Maine.
Education
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
