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$6 trn
UBS Group invested assets
As of 12/31/2024
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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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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