Experience

As a CERTIFIED FINANCIAL PLANNER™ and Senior Portfolio Manager, my job is not just about identifying your goals. I can help you anticipate the potential shortfalls that could disrupt your plans and help you prepare for unexpected possibilities. Prior to joining UBS in 2015, I was a Senior Vice President and Financial Advisor at Morgan Stanley and predecessor firms for over 32 years. I earned a Bachelor of Science in Business Administration from SUNY College at Oswego and an MBA in Corporate Finance from Adelphi University.

My wife, Suzy, and I were raised on Long Island and still live there.  We spend as much time as we can with our growing family and grandchildren.  In my free time I enjoy doing outdoor activities.  

I hold Series 3, 5, 7, 8, 15, 63 and 65 as well as Life, Health and Variable Annuities Licenses.

As a CERTIFIED FINANCIAL PLANNER™(CFP^®), I work closely with clients and third-party specialists to create comprehensive financial plans tailored to meet their unique objectives.  In order to better assist clients with their risk management, I also earned my Chartered Life Underwriter (CLU^®) certification.  I have been in the financial services industry since 1994.

My wife Daniela and I, together with our two children, live in Huntington, New York.

I enjoy listening to, and reading about, classical music, traveling, and participating in cross fit workouts in my leisure time.   I also serve as board of directors on The Long Island Community Foundation, Long Island Arts Alliance, Project: Music Heals Us, and The Caumsett Foundation.

I graduated from CUNY Bernard M. Baruch College with a Bachelor of Arts in Finance and am fluent in Chinese.

I hold Series 7, 31, 63 and 65 as well as Life, Health and Variable Annuities Licenses.  California Health and Life insurance license number OE58234.

I bring nearly 40 years of experience to our client relationships; beginning my career at Merrill Lynch, working as a Sales Manager and Branch Manager at Smith Barney and moving to UBS Financial Services in 2012.  I am a Certified Financial Planner™ and hold Series 3, 6, 7, 8 and 63 securities licenses, as well as licenses for life, accident, health insurance and variable annuities.  I also hold a real estate broker's license and receive a bachelor's degree from Long Island University/CW Post in 1975.

I am an Advisory Board member of the Make-A-Wish® Foundation, Suffolk County, NY, where I have volunteered for nearly 20 years.   I also serve on the Alumni Board of Long Island University.

My philanthropic endeavours and professional achievement earned me the "50 or so, around 50" award in 2011 from Long Island Business News.

I live with my wife in Smithtown and our time is well spent, enjoying our four grandchildren.

As a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor™, I’ve spent the past 10 years assisting High Net Worth Business Owners, Professionals and Retirees achieve their financial goals. Taking the time to get to know my clients on a personal level helps me build an understanding of each client’s needs in order to assist through various market cycles and life's changes. When creating financial plans we form customized asset allocations and utilize professional money management for security selection. In addition to portfolio construction; Risk Management, Lending & Estate Planning are important pieces of a financial plan. I often work with outside Attorneys and Accountants to implement tax, gifting and charitably efficient strategies. I take pride in keeping up to date with and educating clients on market and regulatory changes to assist during times of uncertainty.

Prior to joining UBS in 2015, I was a Financial Advisor and Financial Planning Specialist at Morgan Stanley for over 3 years. I earned a Bachelor of Science in Business Management from Molloy College, became a Chartered Retirement Planning Counselor™ through the College of Financial Planning in 2014 and earned a Certificate of Financial Planning from the NYU School of Professional Studies in 2016.

In addition, I enjoy giving back my time as a volunteer coach for the Wantagh Little League, Wantagh-Seaford PAL Soccer & HTB Flag Football. I am also in a member of the Wantagh Chamber of Commerce.

My wife, Marissa, and I live in Wantagh, NY, with our 3 children. In our free time we enjoy traveling, sports and spending time with family and friends.

I hold Series 7 and 66 as well as Life, Health and Variable Annuities Licenses.

I started in the financial services industry in 1999 and have successfully managed money for wealthy families through some of the most challenging market environments in recent history. As a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager, I am primarily responsible for our teams' investment strategies and the day-to-day management of the portfolios. Prior to joining UBS in 2015, I was a Portfolio Manager and Financial Advisor at Morgan Stanley for over 5 years. I have also worked for Chase Investment Services Corp. and AXA Advisors, LLC. I earned my Bachelor of Science in Finance, Marketing, and Management Information Systems from University at Buffalo and am fluent in Cantonese and Mandarin. I enjoy spending time with my wife, Michelle, and my 3 wonderful daughters which includes a set of identical twins. My favorite hobbies include fishing and enjoying the great outdoors.

I hold Series 7 and 66 as well as Life, Health and Variable Annuities Licenses.

Prior to joining UBS in 2015 as a Senior Wealth Strategy Associate, I was a Financial Planning Associate with Morgan Stanley and its predecessor firms for 14 years. Previously I also worked with Paine Webber as an Equity Syndicate Assistant and Road Show Coordinator.  I use my experiences from my years in the financial services industry to provide our clients with excellent service and portfolio implementation.   

My husband, Dominick, and I live in Farmingdale, NY. Outside of work, I enjoy caring for my 4 dogs, traveling and cooking.

I hold Series 7, 63 and 65 as well as Life, Health and Variable Annuities Licenses.