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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Today more than ever, it takes the right team to provide you with the planning and investment solutions that can steer you confidently toward your future. At Generational Consulting Partners, our entire team is focused on delivering advice that thoughtfully addresses the important financial challenges facing you and your family—no matter what your life stage. Because we are a multigenerational team ourselves, each of us offers our personal insights and experience with a keen understanding of how priorities shift with time and age.
A diversified team. An integrated approach.
What we feel is really important, though, is the scope of our advice. We are a diverse team of planners, portfolio managers and retirement plan specialists who focus on each critical area of wealth management. Accessing the deep resources of UBS, our team is also well-positioned to deliver Advice. Beyond investing—our comprehensive planning and investing approach that helps ensure that you have the collaboration and resources you need to make well-informed decisions as your life and goals evolve.
Senior Vice President–Wealth Management
Tony's career in the financial services industry started at UBS in 1996. He attributes much of his success by offering his clients a combination of experience, dedication, and a comprehensive understanding of their needs. Throughout his career, Tony has applied his comprehensive and objective advice to help individuals, families and businesses achieve their financial goals.
The experience to guide you forward
In addition he has obtained the UBS Wealth Advisor designation focusing on affluent individuals and families, he has also obtained the CERTIFIED FINANCIAL PLANNER™ certification. 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 in a fiduciary capacity.
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's career in the financial services industry started at UBS in 1996. He attributes much of his success by offering his clients a combination of experience, dedication, and a comprehensive understanding of their needs. Throughout his career, Tony has applied his comprehensive and objective advice to help individuals, families and businesses achieve their financial goals.
The experience to guide you forward
In addition he has obtained the UBS Wealth Advisor designation focusing on affluent individuals and families, he has also obtained the CERTIFIED FINANCIAL PLANNER™ certification. 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 in a fiduciary capacity.
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
