Mark Switow is a Managing Director and Private Wealth Advisor at UBS, where they focus on serving first-generation wealth clients in their peak earning years while helping them establish charitable legacies. With over 32 years of experience in the financial sector, Mark previously held significant roles at Merrill Lynch and JC Bradford & Co. Mark's dedication extends beyond finance, exemplified by their service as a hospital trustee, where they played a pivotal role in facilitating a life-extending heart transplant for a client. Mark is also active in mentoring veterans through the American Corporate Partners and is a member of The Jewish Heritage Foundation for Excellence. Mark earned a B.A. in Political Science from the University of Kentucky.
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