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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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Senior Vice President–Wealth Management
Chris began his career as a Financial Advisor with Merrill Lynch in 1982. He is a 1981 graduate of LaSalle University where he earned a Bachelor of Science Degree in Finance and Marketing. He is a Certified Financial Planner and Chartered Retirement Planning Counselor. In December of 2008, Chris moved his practice to UBS Financial Services Inc. His practice is based on a comprehensive and holistic approach to financial planning. Chris's client base is diverse with a concentration in senior and mid-level company executives and control persons, successful entrepreneurs and charitable foundations and company sponsored retirement plans.
He is the former Chairman of his Church Finance Committee, where he oversaw the fundraising and financing for construction of a $22 million new Church and School. He has also served on the board of trustees of a local private high school. Among other charitable pursuits Chris is a Founding member of "Team Steve", which raises funds for childhood cancer research. Chris and his wife Megan have three grown children, and Live in Ventnor City NJ and Philadelphia Pa.
Credentials
Senior Vice President–Wealth Management
Chris began his career as a Financial Advisor with Merrill Lynch in 1982. He is a 1981 graduate of LaSalle University where he earned a Bachelor of Science Degree in Finance and Marketing. He is a Certified Financial Planner and Chartered Retirement Planning Counselor. In December of 2008, Chris moved his practice to UBS Financial Services Inc. His practice is based on a comprehensive and holistic approach to financial planning. Chris's client base is diverse with a concentration in senior and mid-level company executives and control persons, successful entrepreneurs and charitable foundations and company sponsored retirement plans.
He is the former Chairman of his Church Finance Committee, where he oversaw the fundraising and financing for construction of a $22 million new Church and School. He has also served on the board of trustees of a local private high school. Among other charitable pursuits Chris is a Founding member of "Team Steve", which raises funds for childhood cancer research. Chris and his wife Megan have three grown children, and Live in Ventnor City NJ and Philadelphia Pa.
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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