$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
We run a wealth management team that focuses on creating detailed individual financial plans tailored to you, the client. By incorporating your total financial picture of personal savings, investments, retirement and insurance we look to solve for your needs and wants. The detailed process starts and ends with you and we never stop working to improve on the plan.
I have earned the Chartered Retirement Planning Counselor designation and the Chartered Retirement Plans Specialist designation, both professional designations awarded by the College for Financial Planning. The above designations provided in-depth knowledge helping individuals and corporate retirement plans with needs both before, during and after retirement.
I earned my bachelor's degree from Syracuse University. My wife and I live with our three children in North Salem, New York.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager