Managing wealth and life

• AZ
• CA
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• MA
• MD
• ME
• MI
• MO
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• SC
• TX
• VA

Guiding families with experience, perspective and passion

Mike provides comprehensive wealth management solutions to ultra-affluent families, entrepreneurs, and family offices. His focus is on simplifying the challenges and elevating the opportunities that significant wealth can bring to ensure his clients can make the greatest impact on the causes, ventures and passions that give the greatest purpose to their life. Mike draws from his years of experience to help his clients align their personal and professional financial needs, while providing insightful financial solutions and perspective to help them realize their current and long-term aspirations for generations to come.

As the leader of the team, Mike ensures the right values, experiences and resources are in place for his team to assist clients with their current and future aspirations. Creating a positive culture for his team to learn and grow is a priority that he believes will serve his team and clients well. Mike loves mentoring and spending time with the next generation to guide them in continuing their families legacies.

He is also is a believer in giving back to the passions that he and his family would like to make a material impact on.

Industry experience

• UBS, Private Wealth Management
• Morgan Stanley, Private Wealth Management

Volunteer Work and Personal Life

• Mike loves spending time with his wife, daughter and two yellow labs. When he is not working, Mike is an avid fisherman who enjoys playing squash, golfing, and learning new things.
• Mike is the Founder and Chairman of the St. John Vianney Scholarship program that provides four-year scholarships to inner-city children attending Archdiocesan high schools. He serves on the Board and Executive Committee of the Mission Kids Foundation that helps children who are victims of abuse and trafficking, and served on the President's Associate Council of La Salle University and The Franklin Institute Awards' corporate committee.

• Barron's Top 1,200 Financial Advisors, 2022, 2023, 2024
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• La Salle University, B.A. Political Science & Finance
• University of Pennsylvania, Wharton School of Business, Certified Investment Management Analyst® (CIMA®), : 2007 - 2008
• University of Pennsylvania, Wharton Executive Education, Private Wealth Executive Education Program: 2017 - 2018

• Private Wealth Advisor
• Senior Portfolio Manager
• Series 7, 63, 66 & 31

• AZ
• CA
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• MA
• MD
• MO
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• SC
• TX
• VA

Delivering a holistic client experience

Brittany is a Senior Registered Client Service Associate and Team Business Manager. She started her career in private wealth at Bernstein Private Wealth Management in their New York Office as a Private Client Coordinator. Prior to joining UBS she worked for Oppenheimer & Co., Inc. as a Senior Financial Associate in their Wealth Management group where she partnered with financial advisors to manage client relationships.

Brittany leads the daily operations of the team and is responsible for providing excellent service, and enhancing the client experience. She oversees branch systems, educates clients on account services and wealth management resources, and manages client service requests to completion. She also, assists with the marketing, preparation, and delivery of reports and client documents. Brittany is a Certified Exit Planning Advisor® (CEPA®) and she holds a Series 7, SIE, 63 & 65 licenses.

Brittany graduated cum laude from West Chester University of Pennsylvania with a B.A. in Geography & Planning.

• Authorized Officer

• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• IL
• IN
• KY
• LA
• MA
• MD
• MO
• MS
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WY

Providing insightful advice and tailored solutions

Dom is a Senior Wealth Strategy Associate with the Greenly Group. He started his career with Northwestern Mutual in 2012 as an Associate Wealth Management Advisor and, prior to joining UBS, was a Wealth Management Associate at Morgan Stanley Private Wealth Management.

Dom focuses on investment research, due diligence, portfolio management, and construction and relationship management. He is a Certified Financial Planner® (CFP®) and a Chartered Financial Consultant® (ChFC®) which he obtained through The American College of Financial Services. He also holds his Series 7 and 66 securities licenses and life/health insurance license.

Dom graduated with a B.S. from Drexel University and has an MBA from Villanova University. He resides in South Jersey with his wife Michelle and two children Greyson and Mia.

• MBA
• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Consultant

Delivering and managing client solutions

Bella is a Client Service Associate and the Greenly Group’s Chief of Staff. She started her career in private wealth management at the Goldman Sachs Trust Company of Delaware as an Assistant Trust Officer and Wealth Management Professional.

Bella leads the group’s platform solutions, helping deliver Firm resources and capabilities to clients. In addition to managing special-situation projects and initiatives, Bella focuses on responding to client requests and assisting with team operations, specifically money wires and transfers.

Bella is a Notary Public in the State of Delaware. She graduated summa cum laude from Drexel University with a B.S.B.A. in Economics and Legal Studies. In her free time, Bella enjoys spending time with family and hiking with her German Shepard.

Delivering administrative and operational expertise

Emily is a Client Service Associate with the Greenly Group. She started her career in Wealth Management at Merrill Lynch as a Client Service Associate.

Emily assists the team with all administrative and operational tasks by leading the groups scheduling, events and marketing. Emily also focuses on client servicing and all aspects of account administration.

Emily graduated with a B.S. from Kutztown University where she played on the Women’s Volleyball Team. In her free time, Emily enjoys trying new restaurants, going on walks, and spending time with her friends, family and cat Tiffany.

• AK
• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• MS
• MT
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV
• WY

Providing a seamless client experience

Gabriel is a Senior Registered Client Service Associate. He started his career in 2017 at Morgan Stanley’s Latin American Private Wealth Division in Miami. Prior to joining UBS, he worked for Merrill Lynch as a Registered Client Associate for their Wealth Management group where he partnered with Financial Advisors to manage client relationships.

Gabriel focuses on responding to client requests and assisting with team operations and account maintenance. He also assists with trading, performance reporting, and enhancing the client experience.

Gabriel graduated cum laude from Florida International University with a B.A. in Finance and holds the Series 7, 66, and SIE licenses. Gabriel is also fluent in Spanish as a first generation Cuban-American and Miami native. He enjoys hikes with his dog, playing golf, and traveling