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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
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.
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", annual participants in the American Cancer Society Philadelphia Bike a Thon. Chris and his wife Megan have three grown children, and Live in Galloway, NJ.
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.
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", annual participants in the American Cancer Society Philadelphia Bike a Thon. Chris and his wife Megan have three grown children, and Live in Galloway, NJ.
Credentials
Investment insights on the US elections
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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