$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.
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
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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