$6.9 trn
UBS Group invested assets
As of 10/29/2025
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
First Vice President–Wealth Management
I began my career with EF Hutton in 1987 and throughout these years I have earned the trust of my clients by providing advice and guidance based upon the values that inspire them and their most important priorities and concerns. I am a CIMA® Designee, Certified Investment Management Analyst™, The Wharton School, University of Pennsylvania; a certification held since 2006 and a CFP® Certificant, CERTIFIED FINANCIAL PLANNER™, College for Financial Planning; an additional certification held since 1992. I am a longtime friend and Patron of the Museum of Fine Arts, Boston and avid traveler.
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Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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UBS is a leading and truly global wealth manager