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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior 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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior 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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
