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$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
