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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
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
