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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Tariffs, volatility and your portfolio

Are you ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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