Speakers

Henry is a banking products consultant at UBS Financial Services' Eastern division. A graduate of Clemson University, he has 16 years experience in the financial industry, with particular expertise in mortgages and securities-backed lending. Henry assists financial advisors regarding how the liability side of the balance sheet, as well as the asset side, can be an important element in wealth planning strategies. Working with financial advisors and their clients, he develops unique strategies to help clients finance real estate, luxury items and businesses or liquidity needs. Henry collaborates very closely with other UBS consultants to create comprehensive integrated wealth management strategies tailored to the individual needs of clients.