Paul Tashima - UBS Financial Services Inc.

UBS Financial Services Inc. is a Chicago-based firm that specializes in wealth management services, offering investment advisory and brokerage services to a diverse clientele, including corporations, institutions, family offices, and high-net-worth individuals. Their Corporate Cash Management Group designs tailored fixed-income investment management programs to meet specific client goals, liquidity needs, and tax considerations.

As a registered broker-dealer and investment adviser, UBS Financial Services Inc. emphasizes the importance of understanding the distinctions between their advisory and brokerage services, ensuring clients are informed about the agreements and disclosures relevant to their investments. The firm also provides resources through its Private Wealth Management division, staffed by specially accredited financial advisors to cater to the unique needs of affluent clients.

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