$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior 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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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