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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Senior Vice President–Wealth Management
Tony has over 26 years of experience in the financial services industry, all with UBS. He has earned extensive professional recognition for his achievements over the years. He attributes much of his success by offering his clients a combination of trust, experience and a comprehensive understanding of their needs. Throughout his career, Tony’s comprehensive and objective advice has helped individuals, families and businesses achieve their financial goals.
The experience to guide you forward
In addition to being one of a select group of UBS Wealth Advisors who focuses on affluent individuals and families, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional. Tony is a Senior Portfolio Manager within the firm’s Portfolio Management Program. He is also a Senior Retirement Plan Consultant within the UBS Retirement Plan Consulting Services group providing consulting services to retirement plan clients while acting as a Fiduciary.
Outside of UBS
Tony is a native of South Hadley, MA, where he resides with his wife Amy and their two children, Alison and Lauren He earned a B.S., in Business Management from American International College. He enjoys playing golf, skiing and spending time with his family. Tony volunteers for the Greater Springfield Habitat for Humanity and serves on the investment committee for the Springfield Technical Community College Foundation (STCC).
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 has over 26 years of experience in the financial services industry, all with UBS. He has earned extensive professional recognition for his achievements over the years. He attributes much of his success by offering his clients a combination of trust, experience and a comprehensive understanding of their needs. Throughout his career, Tony’s comprehensive and objective advice has helped individuals, families and businesses achieve their financial goals.
The experience to guide you forward
In addition to being one of a select group of UBS Wealth Advisors who focuses on affluent individuals and families, he has completed intensive training and testing to be recognized as a CERTIFIED FINANCIAL PLANNER™ professional. Tony is a Senior Portfolio Manager within the firm’s Portfolio Management Program. He is also a Senior Retirement Plan Consultant within the UBS Retirement Plan Consulting Services group providing consulting services to retirement plan clients while acting as a Fiduciary.
Outside of UBS
Tony is a native of South Hadley, MA, where he resides with his wife Amy and their two children, Alison and Lauren He earned a B.S., in Business Management from American International College. He enjoys playing golf, skiing and spending time with his family. Tony volunteers for the Greater Springfield Habitat for Humanity and serves on the investment committee for the Springfield Technical Community College Foundation (STCC).
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.
$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
