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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
