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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Managing Director–Wealth Management
Financial Advisor
As a Financial Advisor, I provide sound financial advice and value-added service to my clients- always striving to build long-term relationships based on mutual trust and respect. Through a long term investment and planning approach, I help clients develop and implement strategies for building and maintaining wealth and realizing their financial goals.
For the past 6 years, I worked with Wells Fargo Advisors and for the 20 years prior, I worked with Smith Barney before joining UBS. I hold a Bachelor's degree in accounting from Pace University. I have also earned the Chartered Retirement Planning Counselor (CRPC) certification by meeting the rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.
Active in the local community, I participate in many civic and community organizations including the Iron Hills Civic Association. I enjoy traveling, skiing, golfing and the theater. My wife, Vickie and I live in New York City with our two children, Jonathan and Jacqueline.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
As a Financial Advisor, I provide sound financial advice and value-added service to my clients- always striving to build long-term relationships based on mutual trust and respect. Through a long term investment and planning approach, I help clients develop and implement strategies for building and maintaining wealth and realizing their financial goals.
For the past 6 years, I worked with Wells Fargo Advisors and for the 20 years prior, I worked with Smith Barney before joining UBS. I hold a Bachelor's degree in accounting from Pace University. I have also earned the Chartered Retirement Planning Counselor (CRPC) certification by meeting the rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.
Active in the local community, I participate in many civic and community organizations including the Iron Hills Civic Association. I enjoy traveling, skiing, golfing and the theater. My wife, Vickie and I live in New York City with our two children, Jonathan and Jacqueline.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$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
