Raymond joined TOS in 2019 and has 30 years of experience in financial services with concentrations in asset management, investment banking and family office services.
Before joining TOS, Raymond served as a managing director for UBS Global Wealth Management, and he was a founding member of UBS Private Wealth Management division’s management team (1998 to 2016). At UBS, he was tasked with guiding the evolution of the group’s investment strategy and product development for the Private Wealth Management Group and Global Family Office Group for the United States. Earlier he led the Institutional Consulting Services division for the Western United States covering pension funds, endowments, foundations and retirement plans.
Raymond began his career in institutional asset management and corporate finance. He received a MBA from Colorado State University and a BS in business from Old Dominion University. He holds the Certified Investment Management Analyst (CIMA®) designation. Ray is a board advisor to StratiFi Technologies, I Own It (IOI), Arch Labs and Indrani’s Light Foundation. He also is a content expert for family offices for & Simple, a global knowledge center for family office technologies based in Copenhagen.