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$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
We run a wealth management team that focuses on creating detailed individual financial plans tailored to you, the client. By incorporating your total financial picture of personal savings, investments, retirement and insurance we look to solve for your needs and wants. The detailed process starts and ends with you and we never stop working to improve on the plan.
I have earned the Chartered Retirement Planning Counselor designation and the Chartered Retirement Plans Specialist designation, both professional designations awarded by the College for Financial Planning. The above designations provided in-depth knowledge helping individuals and corporate retirement plans with needs both before, during and after retirement.
I earned my bachelor's degree from Syracuse University. My wife and I live with our three children in North Salem, New York.
Education
Credentials
Senior Vice President–Wealth Management
We run a wealth management team that focuses on creating detailed individual financial plans tailored to you, the client. By incorporating your total financial picture of personal savings, investments, retirement and insurance we look to solve for your needs and wants. The detailed process starts and ends with you and we never stop working to improve on the plan.
I have earned the Chartered Retirement Planning Counselor designation and the Chartered Retirement Plans Specialist designation, both professional designations awarded by the College for Financial Planning. The above designations provided in-depth knowledge helping individuals and corporate retirement plans with needs both before, during and after retirement.
I earned my bachelor's degree from Syracuse University. My wife and I live with our three children in North Salem, New York.
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
