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
  • (914) 287-4704

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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As of 06/30/2024

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