Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Christopher Pesce

Senior Vice President–Wealth Management

Christopher, who has more than 16 years of  industry experience, is a graduate of Fordham University with a degree in finance. Christopher's background in insurance, coupled with his knowledge of technical analysis and economics, allow  the team to better manage risk. By researching financial, political and world events, he translates the information into defensive and offensive strategies for our clients to put them on a more prudent track toward realizing their long-term goals.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IN
  • LA
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA

Education

  • Finance, Fordham University
709 Westchester Avenue
Suite 400
White Plains, NY 10604

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Turn possibilities into a plan

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A leading global wealth manager

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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