Senior Vice President–Wealth Management
Financial Advisor
With over 30 years of broad based investment management experience at premier financial institutions, Chris is a Senior Vice President of Wealth Management Senior Portfolio Manager, Portfolio Management Program and has been with UBS for the past thirteen years, where he concentrates his efforts on providing comprehensive financial planning services to affluent families, business owners, and corporate executives.
Using proprietary analysis, historical data, and UBS's objective research he creates customized investment programs that are designed to meet or exceed client expectations and long term goals. His interest and orientation emphasizes a conservative approach focused on preservation of capital and consistent returns.
Prior to UBS, Chris was a Senior Vice President and Financial Advisor at Credit Suisse/Donaldson Lufkin and Jenrette for nine years. He focused on entrepreneurs, families and mid-size corporations. Before joining DLJ, Chris spent eight years at Smith Barney and predecessor companies. Chris has his MBA in finance from Fordham University and a bachelor's degree from Saint Francis University of Pennsylvania.
Outside of the office Chris lives with his wife Maureen and two children in Madison New Jersey. Chris is committed to local charitable causes including the YMCA, Covenant House, and the Madison Athletic Foundation. In his free time he enjoys skiing, golf, and paddle tennis.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
With over 30 years of broad based investment management experience at premier financial institutions, Chris is a Senior Vice President of Wealth Management Senior Portfolio Manager, Portfolio Management Program and has been with UBS for the past thirteen years, where he concentrates his efforts on providing comprehensive financial planning services to affluent families, business owners, and corporate executives.
Using proprietary analysis, historical data, and UBS's objective research he creates customized investment programs that are designed to meet or exceed client expectations and long term goals. His interest and orientation emphasizes a conservative approach focused on preservation of capital and consistent returns.
Prior to UBS, Chris was a Senior Vice President and Financial Advisor at Credit Suisse/Donaldson Lufkin and Jenrette for nine years. He focused on entrepreneurs, families and mid-size corporations. Before joining DLJ, Chris spent eight years at Smith Barney and predecessor companies. Chris has his MBA in finance from Fordham University and a bachelor's degree from Saint Francis University of Pennsylvania.
Outside of the office Chris lives with his wife Maureen and two children in Madison New Jersey. Chris is committed to local charitable causes including the YMCA, Covenant House, and the Madison Athletic Foundation. In his free time he enjoys skiing, golf, and paddle tennis.
Education
Credentials
Authorized Officer
Team Administrator
Daniel Franco, CRPC® Senior Registered Client Service Associate
Daniel focuses on retirement planning and portfolio construction and also assists with client service, administration, marketing and business development.
He joined UBS in 2014 and maintains his Series 7, 66, and insurance licenses. He graduated from Monmouth University with a B.A. in finance. Daniel also earned the degree of Charted Retirement Planning Counselor from the College of Financial Planning in 2016. He actively contributes time to Habitat for Humanity and other local charities.
His personal interests include golf, snowboarding, traveling, seeing live music in the city, and spending time with his family.
Education
Credentials
Authorized Officer
Team Administrator
Daniel Franco, CRPC® Senior Registered Client Service Associate
Daniel focuses on retirement planning and portfolio construction and also assists with client service, administration, marketing and business development.
He joined UBS in 2014 and maintains his Series 7, 66, and insurance licenses. He graduated from Monmouth University with a B.A. in finance. Daniel also earned the degree of Charted Retirement Planning Counselor from the College of Financial Planning in 2016. He actively contributes time to Habitat for Humanity and other local charities.
His personal interests include golf, snowboarding, traveling, seeing live music in the city, and spending time with his family.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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