Invest to advance

Let’s build the future of multicultural wealth. Together.

Realize your vision

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

Find financial advice that fits

We’re reimagining solutions—beyond stocks and investing—for today’s investors and the generations to follow. Introducing financial advice that’s inclusive, collaborative and personal.

What can we do for you?

Investing solutions

that align with your principles and goals such as diversity, equity and inclusion—while seeking competitive returns

Financial advice

that’s in sync with your beliefs, traditions and values. Our Financial Advisors help you plan your legacy

Thought leadership

with guidance in sustainable and inclusive investing from our Chief Investment Office—and published insights from our Client Segments team

Family education

resources that focus on the next generation and support families in sharing life and money lessons

Executive commitment

to an inclusive client experience with UBS leaders accountable for building diversity across the organization

Exclusive connections

to a community of like-minded investors who are passionate about the arts, philanthropy and sustainability

Together, we can help you chart your wealth journey

Discover exclusive insights for you

Invest to advance

How multicultural investors build generational wealth

Most of today’s high net worth multicultural investors have more access to investments, loans, retirement planning and other financial services than before. Given historic inequities, however, many have built wealth outside the common path of investing in stocks and bonds.

Access special events

See highlights from our events and join our community of like-minded investors and passionate individuals across art, culture, sustainability and philanthropy

Advisory Board

Experts working to create an inclusive investor experience

Overview

The Board is a select group of UBS Financial Advisors whose unique insights and expertise inform the firm’s efforts to advance an inclusive investor experience.

Melinda Hightower

Head, Multicultural Client Segment
Wealth Management USA
(888) 660 5750

Chicago

Financial Advisor

Paul Lee

Financial Advisor

Mark Wilkins

Financial Advisor

Elizabeth Sheehan

Assistant Market Head

Darryl Rodgers

Financial Advisor

Patrick Thompson

Dallas

Financial Advisor Associate

Jordan Glaeser

Financial Advisor

David Smith

Financial Advisor

Harry Larosiliere

Financial Advisor

Ali Ismail

Los Angeles

Financial Advisor

Ryan Cheng

Financial Advisor

Eric Fingleson

Financial Advisor

Pam Fu

Financial Advisor

Jordan Hayes

Financial Advisor

Bryant Davis

Financial Advisor

Wendy Spinner

Financial Advisor

David Tannenbaum

Miami

Financial Advisor

Manuel Coroalles

Financial Advisor

Vicente Del Rio Guarner

Financial Advisor

Franco Estrada

Financial Advisor

Melissa Henderson

Financial Advisor

Manish Mehta

Financial Advisor

Horacio Aguirre

New York

Financial Advisor

Evan Bloomberg

Financial Advisor

Jin Hu

Financial Advisor

Kenji Yoshikawa

Financial Advisor

Steven Wagner

Financial Advisor

Angela Mwanza

San Francisco

Financial Advisor

Tammy Haygood

Financial Advisor

Sean Livingston

Financial Advisor

James Yeager

Financial Advisor

Joanne Zhong

Financial Advisor

Angela Colombani

Financial Advisor

Arnoldo Santiago

Washington, DC

Financial Advisor

Kleo Curry

Financial Advisor

Vitali Nazlymov

Financial Advisor

Roderick Von Lipsey

Financial Advisor

Alexis George

Financial Advisor

Fardin Nematollahi

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