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$2.8 trillion
In invested assets globally
As of 06/30/2022
Senior Vice President–Wealth Management
Financial Advisor
My practice is focused on private clients, foundations/endowments, trust accounts and retirement plans. I began my career in September 1994, when I was hired by Smith Barney, (currently Morgan Stanley Smith Barney), as a Financial Advisor. In September 2012, I transitioned my wealth management practice to UBS Financial Services, Inc., 1285 Avenue of the Americas branch, located in New York City.
I am a host and sponsor for Continuing Education Credits for Certified Public Accountants, licensed by New York State Education Department, State Board for Public Accountancy.
Personal Information
I was born in Italy but lived in Eastern Europe and in the Middle East. Since the late eighties, I have settled in New York City to stay – ending my life's journey through different continents.
Prior to transitioning my Wealth Management practice to UBS from Morgan Stanley Smith Barney, I worked for the New York State Economic Development Department, the International Division, as an International Trade and Marketing Specialist. This experience aimed to utilize my diversified background and BS Degree in International Trade and Marketing from The Fashion Institute of Technology, (FIT).
Prior to that, I was engaged professionally in performing arts with various theater productions overseas.
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
My practice is focused on private clients, foundations/endowments, trust accounts and retirement plans. I began my career in September 1994, when I was hired by Smith Barney, (currently Morgan Stanley Smith Barney), as a Financial Advisor. In September 2012, I transitioned my wealth management practice to UBS Financial Services, Inc., 1285 Avenue of the Americas branch, located in New York City.
I am a host and sponsor for Continuing Education Credits for Certified Public Accountants, licensed by New York State Education Department, State Board for Public Accountancy.
Personal Information
I was born in Italy but lived in Eastern Europe and in the Middle East. Since the late eighties, I have settled in New York City to stay – ending my life's journey through different continents.
Prior to transitioning my Wealth Management practice to UBS from Morgan Stanley Smith Barney, I worked for the New York State Economic Development Department, the International Division, as an International Trade and Marketing Specialist. This experience aimed to utilize my diversified background and BS Degree in International Trade and Marketing from The Fashion Institute of Technology, (FIT).
Prior to that, I was engaged professionally in performing arts with various theater productions overseas.
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
Credentials
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.
The world has changed. Your advice should too.
To arrange an appointment call 212-713-8818.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
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
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
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
