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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.
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.
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.
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.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
