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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 tumultuous months on record, October 1987. Over the past 37 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 was also honored to be 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 tumultuous months on record, October 1987. Over the past 37 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 was also honored to be 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
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
