$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
For the past 30 years, I have built a solutions-driven wealth management practice around individuals and families, business owners, pension funds, and foundations aimed at helping my clients achieve their financial goals. I stay actively engaged with my clients to ensure that all of their financial needs - portfolio management, mortgage financing, education and retirement planning, estate planning, and life and long term care insurance – are being met. I have been an active volunteer with City Harvest, Junior Achievement of NY, and with Brooklyn AYSO coaching youth soccer. I live in Park Slope, Brooklyn with my wife, Valerie, and sons, Nicholas and Alexander.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager