An experienced and committed team

Over the past 13 years at UBS I've managed our clients' assets with the belief that sound multi-generational financial planning is the foundation for thoughtful decision making. With this in mind, I've worked with our clients through all types of market conditions to ensure that their financial goals remain the primary focus. In 2011 I earned the designation of Wealth Advisor, a rigorous course of study meant to enhance the knowledge of advisors in areas such as business succession planning, estate planning strategies, and other areas of Wealth Management. I currently serve as the Chair of the Board of the United Way for Greater New Haven. I also serve as the Chair for the New Haven Region of the Alumni Interviewing Program for the University of Pennsylvania, where I earned my Bachelor of Arts in Economics in 1997.

For 25 years, I have helped my clients manage all areas of their personal wealth through multiple market cycles and have experienced some of the best and worst economic periods in history. Regardless of the timing, I have been able to help my clients achieve their long-term goals through prudent risk management strategies, as well as personalized financial planning.

A 1996 graduate of Providence College, I have remained very active in the Friar Alumni community and have served on the Business Advisory Council of the PC School of Business from 2014-17. As an accomplished endurance athlete, I have competed in countless triathlons and marathons, and today, my endurance goals include trail running and ultra marathons. I am a lifelong Connecticut resident, where I reside with my wife, daughter, and 2 dogs.