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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.
Senior Vice President–Wealth Management
I began my career in 1983 at the beginning of the bull market, and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 20 years at Smith Barney and 6 years at Drexel Burnham Lambert.
With my clients, I emphasize taking a long term approach to investing and focus on asset allocation and retirement income planning. I also assist them with education funding, structures for charitable giving, estate planning, insurance and mortgages. I am FINRA registered and hold my series 7 and 63 security licenses. In addition, I also hold my life, accident and health insurance and variable annuities licenses.
I earned a bachelor's degree in Political Science and Economics from Union College in New York and currently live with my wife in East Rockaway, NY. On my spare time I am an avid golfer and compete in numerous local and national amateur tournaments.
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.
Education
Senior Vice President–Wealth Management
I began my career in 1983 at the beginning of the bull market, and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 20 years at Smith Barney and 6 years at Drexel Burnham Lambert.
With my clients, I emphasize taking a long term approach to investing and focus on asset allocation and retirement income planning. I also assist them with education funding, structures for charitable giving, estate planning, insurance and mortgages. I am FINRA registered and hold my series 7 and 63 security licenses. In addition, I also hold my life, accident and health insurance and variable annuities licenses.
I earned a bachelor's degree in Political Science and Economics from Union College in New York and currently live with my wife in East Rockaway, NY. On my spare time I am an avid golfer and compete in numerous local and national amateur tournaments.
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.
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
