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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Managing Director–Wealth Management
I have been in the financial services business for over 24 years, and am the senior member of The Schoff Group, a team of highly trained professionals concentrating our efforts in the areas of private wealth management and corporate services. In my wealth management practice, I assist high net worth families as they navigate the sometimes complicated world of estate, tax, succession, and philanthropic planning, and strategies for concentrated and control equity positions. My team also manages exclusive relationships with an impressive list of public corporations.
Recognized as an industry leader:
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.
Education
Credentials
Managing Director–Wealth Management
I have been in the financial services business for over 24 years, and am the senior member of The Schoff Group, a team of highly trained professionals concentrating our efforts in the areas of private wealth management and corporate services. In my wealth management practice, I assist high net worth families as they navigate the sometimes complicated world of estate, tax, succession, and philanthropic planning, and strategies for concentrated and control equity positions. My team also manages exclusive relationships with an impressive list of public corporations.
Recognized as an industry leader:
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.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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