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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We know that each client has unique financial priorities and concerns, and we work hard to provide families with wealth management strategies to help them address the complexities of wealth in pursuit of their long-term goals.
Within UBS, our team has access to significant resources and the support of a global organization. Joseph, Steven, and Stefani possess the skills to navigate the resources of UBS. With perspective and experience gained from seeing clients during a variety of market conditions, we can help you prepare for any evolution of your wealth and goals over your lifetime – and for generations to come.
Vice President–Wealth Management
Daniel helps executives, families and successful business owners pursue their financial goals. He forms long-term client relationships based on trust, dependability, financial planning, and superior service.
Daniel began his career in 1998 working for Merrill Lynch on the floor of the New York Stock Exchange. He re-joined Merrill as a Financial Advisor in 2009. Dan has an MBA from New York University and a bachelor’s degree from the University of Michigan. Daniel holds the CERTIFIED FINANCIAL PLANNER®™ certification.
He grew up in New York City and currently lives in New Jersey with his wife and three children.
Vice President–Wealth Management
Daniel helps executives, families and successful business owners pursue their financial goals. He forms long-term client relationships based on trust, dependability, financial planning, and superior service.
Daniel began his career in 1998 working for Merrill Lynch on the floor of the New York Stock Exchange. He re-joined Merrill as a Financial Advisor in 2009. Dan has an MBA from New York University and a bachelor’s degree from the University of Michigan. Daniel holds the CERTIFIED FINANCIAL PLANNER®™ certification.
He grew up in New York City and currently lives in New Jersey with his wife and three children.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
