UBS Sponsor

Financial Planning Services in San Diego
The Private Wealth Management Team of Michael Quaranta, Drew Freides and Michael Kanigher.

Serving family offices, high net worth individuals and executives in San Diego, greater Southern California, nationally, and internationally.

UBS is a global leader in managing wealth. With our private wealth management team; it’s a practice, a philosophy, a strong belief that the best way we at UBS can work together is by exploring with you those ideas you have about your life, family goals and aspirations today – and your priorities for the future. It’s about understanding what you’d like to achieve financially over time and how.

The UBS Swiss Financial Advisers Team of Michael Quaranta and Andreas Gertsch
Serving US investors living in the US and abroad, to safely diversify their wealth internationally.

UBS Swiss Financial Advisers offers US investors a safe, easy and tax-compliant way to diversify their assets abroad. Our multi-currency, multi-asset portfolio solutions are specifically designed for US investors who wish to diversify their assets geographically and invest in international markets and currencies. An international portfolio means access to interesting investment opportunities around the world, many of which are not easily available from the United States. UBS Swiss Financial Advisers is a registered US Investment Adviser based in Zurich, Switzerland.

UBS and these gentlemen are proud sponsors of the radio show – “It’s Your Money and Your Life!” You can connect to them at 858-551-9422 or email at michael.quaranta@ubs.com or visit their website at financialservicesinc.ubs.com.


UBS Intellectual Capital Blog brings attention to Guide to Finding a Fulfilling Career

USB-Choose-Career-reportFor those of you that are thinking about your career choices, or know a young person that is doing so, the non-profit “80,000 Hours” has created an amazing career guide. It’ll take you about 4 hours to get through it, but considering you are likely to work for at least 80,000 hours at that career (hence their name) it’s well worth the time.

Guide


  • Richard and Joe Interview David Lefkowitz from UBS Wealth Management Research Discuss the Cost of Energy

    March 6, 2024

    Listen to Podcast of the Show

    david-lefkowitz-photoSunday Richard and Joe interviewed David Lefkowitz from the show’s major sponsor UBS Financial Services. David has over 14 years experience as a securities analyst. He is currently Senior Equity Strategist as well as a corporate research analyst covering the utilities sector for UBS Wealth Management Research – Americas. Prior to joining UBS in 2006, David was a generalist equity analyst at hedge fund Thales Fund Management where he looked for investment opportunities across all sectors of the economy. Earlier, David managed Credit Suisse Asset Management’s global telecommunications fund and also covered the media, telecommunications and electric utility sectors. He began his professional career at Goldman Sachs covering the wireless communications industry and, later on, as a member of Goldman’s value investing team where he focused on the media and telecommunications sectors.

    Listen to a podcast of the show

    podcast

    Continue reading →
  • Richard’s Interview with Tony Roth

    February 26, 2024
    Listen to Podcast of the Show ORichard interviewed Anthony Roth. Tony recommends customized investment strategies for UBS’s high-net worth clients. Prior to this job, Tony served as Co-Head, Advisory Services Division, at Bear, Stearns & Co., where he managed a team that provided customized and scalable solutions to family office and institutional clients with significant means. ...
    Continue Reading
  • Katie Klingensmith from UBS Talks About National and Foreign Macroeconomic Trends

    February 19, 2024
    Listen to Podcast of the Show On March 18th UBS strategist Katie Klingensmith and Richard Muscio talked about global macroeconomic trends in light of the coming election. Katie Klingensmith is one of the co-authors of Election Watch 2012, a white paper that identifies political issues at stake with the coming 2012 election. Additionally, on Tuesday, March ...
    Continue Reading
  • UBS’s Andy Blocker Interviews with Richard Muscio on KFMB

    February 8, 2024
    Listen to Podcast of the Show Richard interviewed Andy Blocker on Sunday, February 26th. Mr. Blocker is the Managing Director at UBS in its US Office of Public Policy. Blocker’s previous employer was the New York Stock Exchange (NYSE), where he was Vice President of Government Relations. Blocker has worked for Congressman Martin Frost (F-TX), the ...
    Continue Reading
  • UBS Analyst, David Lefkowitz and USD Economist, Alan Gin on the Impact of Brexit

    June 29, 2016
    This week Richard and Joe addressed and discussed the tumultuous financial times with the exit of Britain from the European Union (Brexit). Their guests were David Lefkowitz, Senior Equity Strategist in CIO Wealth Management Research at USB Financial Services and Alan Gin, Associate Professor of Economics at the University of San Diego. They discussed Brexit ...
    Continue Reading
  • Billionaires

    May 26, 2015
    Creation, preservation and legacy of great wealth in a second “Gilded Age” This week, UBS and PwC launched the 2015 Billionaires Report, entitled “Billionaires: Master architects of great wealth and lasting legacies”. During the past 35 years, billionaires have created extraordinary wealth on a scale not seen since the “Gilded Age” at the beginning of the 20th ...
    Continue Reading
  • UBS Professional Recognition

    March 26, 2015
    Drew Freides and Michael Kanigher have been recognized as industry leaders. Drew Freides Barron’s Top 100 Financial Advisors, 2015 Drew Freides Barron’s Top 1,200 Financial Advisors, 2015 Drew Freides & Michael Kanigher Financial Times Top 400 Financial Advisor, 2015 Michael Kanigher Barron’s Top 1,200 Financial Advisors, 2014, 2015 Drew Freides Barron’s Top 1,000 Financial Advisors, 2013
    Continue Reading
  • Art San Diego 2014

    October 31, 2014
    In studio Ann Berchtold from our sponsor UBS talked about Art San Diego 2014. This contemporary art show ran from November 6th to the 9th. For more information on the exhibits, visit art-sandiego.com. LISTEN TO PODCAST Listen to a podcast of Ann Berchtold, from UBS, talk about San Diego Art Week 2014!
    Continue Reading
  • Bruno Bertocci – UBS Senior Portfolio Manager Discusses Sustainable Investing

    September 24, 2013
    Listen to Podcast of the Show Sustainable investing incorporates environmental, social and governance (ESG) research to identify sustainable companies that are expected to outperform over the long term. Sustainable investing is becoming mainstream, providing exciting investment opportunities. Sustainable investing does not impede investment performance. UBS is a leader in sustainability. One of the megatrends building across the financial landscape is ...
    Continue Reading
  • Thomas McLoughlin of UBS Discusses Government Debt and Bonds

    May 22, 2013
    Listen to Podcast of the Show Thomas McLoughlin is Head of Municipal Research at UBS which is leading research and strategy efforts within the municipal bond market. He currently serves as a member of the Wealth Management Research Management Committee. Prior to joining UBS Wealth Management, Tom spent more than 25 years in the public finance ...
    Continue Reading
  • Relations Between the Banking Industry and Washington with John Savercool

    May 1, 2013
    Listen to Podcast of the Show The featured guest was John Savercool of UBS. Mr. Savercool has had a distinguished career working in many areas on Capitol Hill. He is now the Senior Lobbyist and Managing Director of Political Relationships in Washington for UBS. As their first Senior Lobbyist, he has focused on such topics as ...
    Continue Reading