Managing Director
Financial Advisor
With over 20 years of experience in the Financial Services industry, Rick began his career at Fidelity Investments, where he spent over 7 years in various sales and advisory capacities. Rick then spent 10 years in the Investment Management Division of Lehman Brothers prior to joining the Private Bank of Credit Suisse as a Relationship Manager in 2008. Rick remained at Credit Suisse until the closure of the Private Banking Division in the U.S. in late 2015 and joined UBS Private Wealth Management at that time.
Rick received a B.A. degree in Economics and Political Science from the University of Vermont. He resides in Darien, CT with his wife, Mary, and their three children. He is an active coach in his community and serves on the Board of Directors of Portfolios with Purpose as well as a Trustee on the Board of Cardigan Mountain School, a junior boarding school located in Canaan, New Hampshire.
Recognized as an industry leader:
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.
Managing Director
Financial Advisor
With over 20 years of experience in the Financial Services industry, Rick began his career at Fidelity Investments, where he spent over 7 years in various sales and advisory capacities. Rick then spent 10 years in the Investment Management Division of Lehman Brothers prior to joining the Private Bank of Credit Suisse as a Relationship Manager in 2008. Rick remained at Credit Suisse until the closure of the Private Banking Division in the U.S. in late 2015 and joined UBS Private Wealth Management at that time.
Rick received a B.A. degree in Economics and Political Science from the University of Vermont. He resides in Darien, CT with his wife, Mary, and their three children. He is an active coach in his community and serves on the Board of Directors of Portfolios with Purpose as well as a Trustee on the Board of Cardigan Mountain School, a junior boarding school located in Canaan, New Hampshire.
Recognized as an industry leader:
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.
Senior Wealth Strategy Associate
Mike works as a Wealth Strategy Associate for the Dellarusso Investment Group. In this role, Mike helps deliver comprehensive wealth management services to our clients. His responsibilities include Financial Planning, Asset Allocation, Trading, Market Research, Lending, and more.
Mike joined UBS in 2016 as a Client Service Associate. In that role he learned valuable skills needed to assist Private Wealth clients. In 2019, Mike earned the Certified Financial Planner awarded by the CFP Board of Standards. He also holds a Series 7 License as well as a Series 66 License. Mike received a B.A. degree in Business Administration from Hartwick College in 2014 and was a member of their NCAA Men’s Basketball Team. He currently resides on the Upper East Side of Manhattan and enjoys playing sports and spending time with family and friends.
Senior Wealth Strategy Associate
Mike works as a Wealth Strategy Associate for the Dellarusso Investment Group. In this role, Mike helps deliver comprehensive wealth management services to our clients. His responsibilities include Financial Planning, Asset Allocation, Trading, Market Research, Lending, and more.
Mike joined UBS in 2016 as a Client Service Associate. In that role he learned valuable skills needed to assist Private Wealth clients. In 2019, Mike earned the Certified Financial Planner awarded by the CFP Board of Standards. He also holds a Series 7 License as well as a Series 66 License. Mike received a B.A. degree in Business Administration from Hartwick College in 2014 and was a member of their NCAA Men’s Basketball Team. He currently resides on the Upper East Side of Manhattan and enjoys playing sports and spending time with family and friends.
Senior Client Associate
Senior Client Associate
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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