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$5+ trillion
In invested assets globally
As of 11/07/2023
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
For the past 30 years, I have built a solutions-driven wealth management practice around individuals and families, business owners, pension funds, and foundations aimed at helping my clients achieve their financial goals. I stay actively engaged with my clients to ensure that all of their financial needs - portfolio management, mortgage financing, education and retirement planning, estate planning, and life and long term care insurance – are being met. I have been an active volunteer with City Harvest, Junior Achievement of NY, and with Brooklyn AYSO coaching youth soccer. I live in Park Slope, Brooklyn with my wife, Valerie, and sons, Nicholas and Alexander.
Education
Credentials
Senior Vice President–Wealth Management
For the past 30 years, I have built a solutions-driven wealth management practice around individuals and families, business owners, pension funds, and foundations aimed at helping my clients achieve their financial goals. I stay actively engaged with my clients to ensure that all of their financial needs - portfolio management, mortgage financing, education and retirement planning, estate planning, and life and long term care insurance – are being met. I have been an active volunteer with City Harvest, Junior Achievement of NY, and with Brooklyn AYSO coaching youth soccer. I live in Park Slope, Brooklyn with my wife, Valerie, and sons, Nicholas and Alexander.
Education
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
