Managing Director–Wealth Management
Financial Advisor
With over 25 years of experience in the financial services industry, Matthew works with high-net-worth and ultra-high-net-worth individual investors and their families. He primarily focuses on retirement planning. He also specializes in individual, joint, Profit Sharing, 529’s and
trust accounts.
Credentials:
B.A., Economics, Northwestern University
London School of Economics
FINRA series 3, Series 7, Series 31, Series 63 and Series 65
Member of Cityview Racquet club, Aspatuck Tennis club, Watermill Beach club and Oakwood Country Club
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Managing Director–Wealth Management
Financial Advisor
With over 25 years of experience in the financial services industry, Matthew works with high-net-worth and ultra-high-net-worth individual investors and their families. He primarily focuses on retirement planning. He also specializes in individual, joint, Profit Sharing, 529’s and
trust accounts.
Credentials:
B.A., Economics, Northwestern University
London School of Economics
FINRA series 3, Series 7, Series 31, Series 63 and Series 65
Member of Cityview Racquet club, Aspatuck Tennis club, Watermill Beach club and Oakwood Country Club
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Vice President–Wealth Management
Financial Advisor
Scott brings over 15 years of experience as a financial professional working with high-net-worth, ultra-high-net-worth families and institutional clients. His specialties include trading, advanced asset allocation, financial planning, retirement planning, lending and client relationships.
Credentials:
B.A., SUNY Buffalo
FINRA Series 7, Series 63
Member of Montclair Golf Club
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Vice President–Wealth Management
Financial Advisor
Scott brings over 15 years of experience as a financial professional working with high-net-worth, ultra-high-net-worth families and institutional clients. His specialties include trading, advanced asset allocation, financial planning, retirement planning, lending and client relationships.
Credentials:
B.A., SUNY Buffalo
FINRA Series 7, Series 63
Member of Montclair Golf Club
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Senior Wealth Strategy Associate
James spent the first 5 years of his career managing investments for high-net-worth individuals and their families. In his team role, he focuses on trade execution, market research and retirement planning.
Credentials:
B.S. Rutgers University
FINRA Series 7, Series 63
Senior Wealth Strategy Associate
James spent the first 5 years of his career managing investments for high-net-worth individuals and their families. In his team role, he focuses on trade execution, market research and retirement planning.
Credentials:
B.S. Rutgers University
FINRA Series 7, Series 63
Client Associate
Anna Maria has been in the financial services industry for over 20 years and focuses on account maintenance, new account administration and client service.
Credentials:
B.A., Pace University
FINRA Series 7, series 63
Client Associate
Anna Maria has been in the financial services industry for over 20 years and focuses on account maintenance, new account administration and client service.
Credentials:
B.A., Pace University
FINRA Series 7, series 63
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Email Me
