UBS Group AG
Overview
UBS Group AG is a Swiss multinational financial services firm that provides wealth management, asset management, and investment banking services to private, corporate, and institutional clients worldwide.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| MerQube | Apr 2026 | Series C | Co-investor |
| BrainCo Inc. | Jan 2026 | IPO | Lead |
| MiniMax | Jan 2026 | IPO | Lead |
| Biren Technology | Dec 2025 | IPO | Co-investor |
| JD Enterprise Business | Dec 2025 | IPO | Lead |
Key People
Brandon Sobel
Managing Director - Private Wealth Management, Senior Portfolio Manager
CFP® Andrew Trung Le
Managing Director - Wealth Management, Senior Portfolio Manager
Christopher Damante
Managing Director - Wealth Management, Senior Portfolio Manager
CIMA ® Jonathan V. Beukelman
Managing Director - Wealth Management, Senior Portfolio Manager
CIMA® Kyle Harris
Managing Director, Senior Portfolio Manager
CRPC® Jason Therrell
Managing Director - Wealth Management, Sr. Portfolio Manager
Frederick Hahn
Managing Director Senior Portfolio Manager
Ira A. Walker
Managing Director - Senior Portfolio Manager
Jacqueline Willens
Managing Director- Senior Portfolio Manager
Jamie Baum
Managing Director, Senior Portfolio Manager
Nick Sadowsky
Managing Director Wealth Management, Senior Portfolio Manager
Paul Tashima
Managing Director, Portfolio Manager
Russell Rabito
Managing Director - Senior Portfolio Manager
Shlomi Yedid
Managing Director, Senior Portfolio Manager
Steven Lewellyn Schultz
Managing Director - Wealth Management, Senior Portfolio Manager
Stockton M. Schultz
Managing Director - Wealth Management Senior Portfolio Manager
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
