Email Me
$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
Christopher is a Senior Vice President at UBS and has built a wealth management practice that addresses the planning needs of their clients. Employing a comprehensive approach, Chris begins each new relationship by carefully listening to his clients, gaining an in-depth understanding of their goals, and applying strategies and solutions to achieve those goals. Chris spent the first 10 years of his career at Merrill Lynch in a similar position. He joined UBS in 2007 as a Vice President. Christopher is a Certified Financial Planner and achieved the distinguishing title of Wealth Advisor at UBS. Chris holds a BS from Cornell University's prestigious School of Hotel Management, where he concentrated in finance. He lives in Brookfield, CT with his wife and two daughters.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Christopher is a Senior Vice President at UBS and has built a wealth management practice that addresses the planning needs of their clients. Employing a comprehensive approach, Chris begins each new relationship by carefully listening to his clients, gaining an in-depth understanding of their goals, and applying strategies and solutions to achieve those goals. Chris spent the first 10 years of his career at Merrill Lynch in a similar position. He joined UBS in 2007 as a Vice President. Christopher is a Certified Financial Planner and achieved the distinguishing title of Wealth Advisor at UBS. Chris holds a BS from Cornell University's prestigious School of Hotel Management, where he concentrated in finance. He lives in Brookfield, CT with his wife and two daughters.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
When incredible financial opportunities come your way
Despite undisputed success in the sports and entertainment world, many pros still need guidance in the financial world. That’s why we have a team dedicated to providing exceptional advice and guidance to help agents, managers, owners, executives, and professionals see the big picture.
$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
