Keep on track with the right financial advice

With over 30 years of experience, I've learned the importance of a customized approach to preserving and protecting wealth for multigenerational families and institutions. Listening to each client's unique situation, I can harness the resources of the world's largest wealth management firm to help make sure all aspects of your financial life are aligned. Using planning as a core foundation, I strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Currently, I am a Senior Vice President in Wealth Management in the Westport, CT office, having started here in April of 1990. Additionally, I've completed the UBS Wealth Advisor program which has deepened my knowledge base in dealing with realities of today's financial landscape. I graduated with a B.A. from Marquette University in Milwaukee, WI.

I seek to use my professional skills to help make Fairfield County a better place to live and raise a family, and as such have gained a great deal of satisfaction by participating with the area's non-profit organizations. I have served as Treasurer for the Fairfield County's Community Foundation, as well as the Greater Bridgeport Area Foundation, and on the Investment Committee of each organization. In addition, I have served as the Vice Chairman of the State of Connecticut Judicial Branch Client Security Fund Committee. I reside in Westport with my wife Gioia Riccio and our two children. My family is active supporters of the Burroughs Community Center in Bridgeport.