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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Chris began his career with Merrill Lynch Pierce Fenner & Smith in September 1989 upon graduating from Fordham University in New York. After working with a wide variety of clients during his first years in the industry, Chris realized how much he enjoyed helping individual families and small business owners manage their investment portfolios with a keen eye towards risk adjusted returns. In May of 1993, Chris, along with a team of investment professionals, brought their successful practice to Paine Webber to expand upon and enhance their fiduciary fee-based wealth management program. In November 2000, Paine Webber merged with UBS AG giving Chris and his team access to a truly global firm. Chris takes tremendous pride in the fact that many of his client relationships span multiple generation, the true measure of successful wealth protection and wealth enhancement.
Chris resides in West Caldwell, NJ with his wife and two daughters. Outside the office, Chris enjoys skiing at Mountain Creek Ski Resort, playing golf, and trying to stay injury free in his 40 & older soccer league.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Chris began his career with Merrill Lynch Pierce Fenner & Smith in September 1989 upon graduating from Fordham University in New York. After working with a wide variety of clients during his first years in the industry, Chris realized how much he enjoyed helping individual families and small business owners manage their investment portfolios with a keen eye towards risk adjusted returns. In May of 1993, Chris, along with a team of investment professionals, brought their successful practice to Paine Webber to expand upon and enhance their fiduciary fee-based wealth management program. In November 2000, Paine Webber merged with UBS AG giving Chris and his team access to a truly global firm. Chris takes tremendous pride in the fact that many of his client relationships span multiple generation, the true measure of successful wealth protection and wealth enhancement.
Chris resides in West Caldwell, NJ with his wife and two daughters. Outside the office, Chris enjoys skiing at Mountain Creek Ski Resort, playing golf, and trying to stay injury free in his 40 & older soccer league.
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
