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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Since 1998, I have enjoyed working with individual investors to develop comprehensive financial plans and investment portfolios that reflect each client's personal profile and investment objectives.
I received my Master in Business Administration (MBA) at the William E. Simon Graduate School of Business at the University of Rochester, with concentrations in finance, corporate accounting and strategy and received a Bachelor of Arts from St. Bonaventure University.
In 2018, I completed the Certified Private Wealth Advisor® certification program through the Investment & Wealth Institute and in 2005 I obtained the CERTIFIED FINANCIAL PLANNER™ certification.
In the community, after several years on the Planning & Zoning Board of Appeals, in 2023, I was elected to the Board of Trustees in the Village of Pittsford.
Prior to public service, I volunteered and was a member of the Board of Directors and treasurer at the Montessori School of Rochester (7/31/2015-7/31/2019); a school dedicated to allowing children the freedom to fulfill their natural curiosity and desire to learn. I was also a member of the Simon Alumni Board (1/1/2016-11/31/2019); working closely with leadership to support student and alumni engagement.
Currently I live in the Village of Pittsford with my wife Holly and our two children, Gray and Emerson. We are an active family, and spend time together skiing, reading, on the tennis courts, playing board games, and traveling.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Since 1998, I have enjoyed working with individual investors to develop comprehensive financial plans and investment portfolios that reflect each client's personal profile and investment objectives.
I received my Master in Business Administration (MBA) at the William E. Simon Graduate School of Business at the University of Rochester, with concentrations in finance, corporate accounting and strategy and received a Bachelor of Arts from St. Bonaventure University.
In 2018, I completed the Certified Private Wealth Advisor® certification program through the Investment & Wealth Institute and in 2005 I obtained the CERTIFIED FINANCIAL PLANNER™ certification.
In the community, after several years on the Planning & Zoning Board of Appeals, in 2023, I was elected to the Board of Trustees in the Village of Pittsford.
Prior to public service, I volunteered and was a member of the Board of Directors and treasurer at the Montessori School of Rochester (7/31/2015-7/31/2019); a school dedicated to allowing children the freedom to fulfill their natural curiosity and desire to learn. I was also a member of the Simon Alumni Board (1/1/2016-11/31/2019); working closely with leadership to support student and alumni engagement.
Currently I live in the Village of Pittsford with my wife Holly and our two children, Gray and Emerson. We are an active family, and spend time together skiing, reading, on the tennis courts, playing board games, and traveling.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$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
