Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
I have been an investment professional for over 3 decades and have helped my clients plan and manage their investments and financial liabilities. UBS and I have guided them through numerous financial and geopolitical crises.
Education
Credentials
First Vice President–Wealth Management
I have been an investment professional for over 3 decades and have helped my clients plan and manage their investments and financial liabilities. UBS and I have guided them through numerous financial and geopolitical crises.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
