Let's move forward. Together.

I am one of a small number of UBS financial advisors who have earned the designation of Wealth Advisor. I joined UBS in 2004 in the Southampton, NY office. Before joining UBS, I was the branch manager of Merrill Lynch’s Southampton office. Prior to joining Merrill Lynch in 1993, I was affiliated with Chemical Bank as Vice President and manager of the short- and medium-term finance unit in NY. While at Chemical Bank, I also held corporate finance positions in Sydney, Australia, and Houston, TX. I graduated Phi Beta Kappa with a degree in economics from Washington & Lee University in 1981.

I provide comprehensive wealth management planning for a diverse clientele, both locally and nationally. Prior to joining UBS in 2008, I managed wealth for clients of Tucker Anthony and then RBC Wealth Management. My first financial experience came working for Columbia University, managing the finances of the NIH and private grants for the University’s Molecular Genetics division. After graduating from Chaminade High School in Mineola, NY, I attended New York University and graduated Summa Cum Laude from St. John’s University.

CA License #0G47717

My passion as a financial advisor is fueled by my devotion to see my clients reach their financial goals.  By using my knowledge of the financial industry, I am able to assist others in making educated decisions.  My expertise focuses on wealth management which includes, retirement planning, lending, College 529 plans, and insurance planning. 

While attending Marymount Manhattan College in Manhattan, I became interested in finance.  After graduating with a B.A. in Accounting, I completed three highly competitive internships at Merrill Lynch, Smith Barney, and Lehman Brothers.  After respected roles at Lehman Brothers and Deutsche Bank, I joined UBS Financial Services in March 2011.  

During my free time I enjoy cycling with the Sag Harbor Cycling Company, and training for triathlons.  

CA Insurance #: 0H82764