Email Me
$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Senior Vice President–Wealth Management
Alex has been with UBS Financial Services since 2008. His experience in the industry spans 24 years working with other major financial services firms before joining UBS Financial Services. He has a B.A. in History from Duke University. Alex maintains his Series 7, 31, and 66 Securities Licenses as well as his Life Insurance Licenses.
A Senior Vice President of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, he has been a member of the President’s Council.
Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.
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
Senior Vice President–Wealth Management
Alex has been with UBS Financial Services since 2008. His experience in the industry spans 24 years working with other major financial services firms before joining UBS Financial Services. He has a B.A. in History from Duke University. Alex maintains his Series 7, 31, and 66 Securities Licenses as well as his Life Insurance Licenses.
A Senior Vice President of Wealth Management, Alex has earned a place in the UBS Recognition Councils every year since 2011. Since 2017, he has been a member of the President’s Council.
Alex attributes much of his success to his love of the planning, organizational, mathematical and interpersonal aspects of the Wealth Management field. Alex's passions outside of work include family, fitness and exercise, and educational charities.
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
