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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
Lets connect
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
Lets connect
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
