UBS
William T. Grové, CAP®, serves as a Wealth Advisor and Managing Director at UBS Financial Services, a position held since the company's acquisition of McDonald Investments in February 2007. Grové has over three decades of experience in the financial services industry, beginning at McDonald Investments in 1992, where roles included Senior VP and VP of Investments, focusing on financial planning and wealth management. In 2020, Grové's team, Grové Parks Hegarty Wealth Advisors, merged with Muirfield Wealth Partners, marking a significant collaboration in the field. Educational credentials include a Bachelor's degree in Anthropology, Ethnology, and Private Law from the University of Johannesburg and a Chartered Advisor in Philanthropy (CAP®) from The American College of Financial Services.
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UBS
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UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products, and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook. UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).