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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
