$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
Personal & Community
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager