Managing Director–Wealth Management
Private Wealth Advisor
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
Private Wealth Advisor
For his entire career, Doug has been with UBS, where he attained the Private Wealth Advisor designation. He holds the Certified Financial Planner® (CFP®) certification and is also an Investment Management Consultant with a focus on retirement planning, allocation strategies, cash flow analysis and executing estate planning strategies for individuals as well as corporations. His corporate clients have included well-known industry leaders.
Doug is a supporter of No Greater Sacrifice and a mentor to military veterans transitioning from active duty to Wall Street through a program sponsored by American Corporate Partners. In his spare time, Doug volunteers as a high school CYO basketball coach for St. Catharine’s in Glen Rock, NJ. He also is a board member for the Archdiocese of Newark Pension. He resides in Glen Rock, NJ with his wife, Maureen, and their four children.
Doug graduated from Villanova University in 1991 with a BA in Economics and a minor in English.
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
Private Wealth Advisor
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
Private Wealth Advisor
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