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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.
First Vice President–Wealth Management
William is a Vice President - Wealth Management who joined the Stuart, Florida office of UBS in 2012. Prior to joining UBS, he was a Regional Vice President with GAMCO Investors Inc. / Gabelli Funds where he served as relationship manager to individuals and institutions and marketed the firm's strategies to consultants, individuals, and financial advisors. William was also a partner with NMF Asset Management serving as co-Portfolio Manager for the firm's two fundamental equity strategies. William's focus is to implement and manage customized investment strategies for individuals and families. He resides in Stuart, Florida with his wife, Leigh Ann, and three children.
Education
Credentials
First Vice President–Wealth Management
William is a Vice President - Wealth Management who joined the Stuart, Florida office of UBS in 2012. Prior to joining UBS, he was a Regional Vice President with GAMCO Investors Inc. / Gabelli Funds where he served as relationship manager to individuals and institutions and marketed the firm's strategies to consultants, individuals, and financial advisors. William was also a partner with NMF Asset Management serving as co-Portfolio Manager for the firm's two fundamental equity strategies. William's focus is to implement and manage customized investment strategies for individuals and families. He resides in Stuart, Florida with his wife, Leigh Ann, and three children.
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
Our global footprint
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