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.
First Vice President–Wealth Management
As a Portfolio Manager and First Vice President, Chris is uniquely positioned to work with business owners, families and individuals with substantial wealth. He is a trusted advisor to a select group of clients helping to streamline complexities and capitalize on opportunities. His capabilities include comprehensive wealth planning, pre-liquidity planning, investment management, risk management and philanthropy management.
Chris began his career in financial services in 1993 working on the capital markets desk at Merrill Lynch and eventually became an Institutional Equity Sales Traders. In 2013 he joined UBS and transitioned into working with private clients.
A native of Long Island, NY, Chris attended Chaminade High School where he is still an active member of the alumni association. Following High School, Chris attended Fordham University earning a Bachelor of Science in Finance. A father of two adult children, Chris enjoys golf, fishing and is an avid cycler-competing in the Pan Mass Challenge annually- a 200 mile ride to raise money for the Dana Farber Foundation.
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