$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
I have gained broad-based experience in the financial services industry during my 22 year career, particularly in serving the wealth management needs of individual investors, business owners, and retirees. My goal is to provide my clients with the highest level of service, with special focus on financial planning and retirement planning. I am a graduate of the University of Pittsburgh with a B.A. in Economics and Business. I have been a life long resident of Pittsburgh and my wife, Michele and I currently reside in the south hills area.
Education
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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