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$5+ trillion
In invested assets globally
As of 11/07/2023
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
Vice President–Wealth Management
Financial Advisor
I am a 25+ year veteran of the financial services industry. I began my career in 1987 and hold a BS degree in business from Ohio State University. Originally from Rome, New York, I moved to Florida in 1978 and spent nearly a decade as a real estate investor and licensed real estate broker prior to beginning my career in financial services. My focus is on delivering customized financial solutions for high net worth families and businesses that includes asset management, lending and estate planning strategies. I have been married 30 years to my wife, Penny and enjoy a good movie, fine wine and dining.
Education
Vice President–Wealth Management
Financial Advisor
I am a 25+ year veteran of the financial services industry. I began my career in 1987 and hold a BS degree in business from Ohio State University. Originally from Rome, New York, I moved to Florida in 1978 and spent nearly a decade as a real estate investor and licensed real estate broker prior to beginning my career in financial services. My focus is on delivering customized financial solutions for high net worth families and businesses that includes asset management, lending and estate planning strategies. I have been married 30 years to my wife, Penny and enjoy a good movie, fine wine and dining.
Education
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$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
