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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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