Mr. Hobbs joined UBS Financial Services as a Senior Vice President in February 2013. Tom advises wealthy families, large private corporations, their principles and their advisors on a wide variety of wealth management issues. His expertise is in the design, implementation and management of the portfolio strategies to meet individual client investment objectives. Tom is very skilled in the use of sophisticated portfolio modeling that optimizes the risk/return of each portfolio.
Prior to joining UBS, Tom spent eight years as a Financial Advisor at Deutsche Bank Alex Brown. For the two years prior to his time at Deutsche Bank, Tom was a Vice President and Private Client Advisor at Bank of America Private Bank. Tom began his career as an Intelligence Officer in the United States Marine Corps, achieving the rank of Major. Upon his departure from military service, he spent six years with Pfizer, Inc. in their Cardiovascular Division.
Tom earned a degree in Education from the University of Missouri-Columbia and holds a Masters of Business Administration from the University of Southern California Marshall School of Business.
Registered States:
AZ, CA, CO, DE, FL, HI, IL, KY, MA, MD, MI, MO, NJ, NV, NY, OR, PA, TN, TX, UT, VA, WI