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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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