Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
Financial Advisor
I joined UBS in 2014; however, I have been working in the financial services industry for over 20 years with positions at Lehman Brothers and as a proprietary trader. My experience at Lehman Brothers included working with the salesforce as an account manager, an equity position trader on the technology and biotech desks and as a senior strategist for the equity division.
I graduated from Muhlenberg College with a BA in Economics and from the Rutgers School of Management with an MBA in Finance.
Education
Credentials
Lets connect
First Vice President–Wealth Management
Financial Advisor
I joined UBS in 2014; however, I have been working in the financial services industry for over 20 years with positions at Lehman Brothers and as a proprietary trader. My experience at Lehman Brothers included working with the salesforce as an account manager, an equity position trader on the technology and biotech desks and as a senior strategist for the equity division.
I graduated from Muhlenberg College with a BA in Economics and from the Rutgers School of Management with an MBA in Finance.
Education
Credentials
Lets connect
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
