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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Vice President–Wealth Management
Financial Advisor
Anthony joins UBS Financial Services with 25 years of industry experience. Prior to beginning his career in finance, Anthony worked for Deloitte & Touche as a CPA. Anthony is a graduate of Pace University and holds a BA in Accounting. Anthony is a full time resident of Sag Harbor, NY and enjoys spending his free time with his wife Aleks and son Anthony Jr.
Education
Vice President–Wealth Management
Financial Advisor
Anthony joins UBS Financial Services with 25 years of industry experience. Prior to beginning his career in finance, Anthony worked for Deloitte & Touche as a CPA. Anthony is a graduate of Pace University and holds a BA in Accounting. Anthony is a full time resident of Sag Harbor, NY and enjoys spending his free time with his wife Aleks and son Anthony Jr.
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
