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$2.8 trillion
In invested assets globally
As of 06/30/2022
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
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Senior Vice President–Wealth Management
Tony began his career in financial services with UBS (formerly PaineWebber) in 1996. He has earned extensive professional recognition for his achievements over the past 24 years. Tony attributes much of his success by offering his clients a combination of trust, expertise and a comprehensive understanding of their needs.
In addition to being one of a select group of UBS Wealth Advisors, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional. Tony is one of an exclusive group of approved Senior Retirement Plan Consultants in the UBS Retirement Plan Consulting Services program, and he is a Senior Portfolio Manager within the firm's Portfolio Management Program. He is also a member of the UBS Director's Council, distinguishing him as one of the firm's leading Financial Advisors.
In 2013, Tony was named to UBS's exclusive Top 35 Under 35 Program. The firm has annually recognized UBS's rising stars—our 35 Advisors under 35—across Wealth Management Americas. Those who make the list are evaluated based on production, age, and assessments from Field Leadership, Human Resources, and Compliance.
A graduate of American International College, he holds a degree in Business Management. Tony lives with his wife, Amy, and two daughters, Alison and Lauren, in South Hadley, Massachusetts.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Tony began his career in financial services with UBS (formerly PaineWebber) in 1996. He has earned extensive professional recognition for his achievements over the past 24 years. Tony attributes much of his success by offering his clients a combination of trust, expertise and a comprehensive understanding of their needs.
In addition to being one of a select group of UBS Wealth Advisors, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional. Tony is one of an exclusive group of approved Senior Retirement Plan Consultants in the UBS Retirement Plan Consulting Services program, and he is a Senior Portfolio Manager within the firm's Portfolio Management Program. He is also a member of the UBS Director's Council, distinguishing him as one of the firm's leading Financial Advisors.
In 2013, Tony was named to UBS's exclusive Top 35 Under 35 Program. The firm has annually recognized UBS's rising stars—our 35 Advisors under 35—across Wealth Management Americas. Those who make the list are evaluated based on production, age, and assessments from Field Leadership, Human Resources, and Compliance.
A graduate of American International College, he holds a degree in Business Management. Tony lives with his wife, Amy, and two daughters, Alison and Lauren, in South Hadley, Massachusetts.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
