Senior Vice President–Wealth Management
Financial Advisor
An industry veteran since 1982, Richard is the senior member of the Giordano Group at UBS. Richard is a Senior Vice President –Wealth Management, a title reserved for a handful of UBS Business leaders around the globe.
Richard has completed comprehensive training in financial planning, asset management and wealth transfer strategies. As a Senior Portfolio Manager, Richard is responsible for several equity, exchange traded and mutual fund models. He also works with clients in selecting and monitoring institutional money managers, mutual funds and alternative investments.
Richard has completed both the UBS Wealth Advisor Program and Portfolio Management programs. He maintains his Series 7 (General Securities Representative) and Series 63 (Uniform Securities State Agent) as well as the New York State Life and Annuity Insurance licenses. Richard received a B.A. from Iona College and AAA from Rochester Institute of Technology.
He currently lives in Darien Ct. with his wife Holly and 4 children. Richard enjoys working out, fishing and swimming.
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
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Senior Vice President–Wealth Management
Financial Advisor
An industry veteran since 1982, Richard is the senior member of the Giordano Group at UBS. Richard is a Senior Vice President –Wealth Management, a title reserved for a handful of UBS Business leaders around the globe.
Richard has completed comprehensive training in financial planning, asset management and wealth transfer strategies. As a Senior Portfolio Manager, Richard is responsible for several equity, exchange traded and mutual fund models. He also works with clients in selecting and monitoring institutional money managers, mutual funds and alternative investments.
Richard has completed both the UBS Wealth Advisor Program and Portfolio Management programs. He maintains his Series 7 (General Securities Representative) and Series 63 (Uniform Securities State Agent) as well as the New York State Life and Annuity Insurance licenses. Richard received a B.A. from Iona College and AAA from Rochester Institute of Technology.
He currently lives in Darien Ct. with his wife Holly and 4 children. Richard enjoys working out, fishing and swimming.
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
Let's connect
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
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
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