Senior Vice President–Wealth Management
•Graduated from Villanova University - BS in Accounting & University of Baltimore - MBA in Finance
•Joined UBS in 1985
•Member of the Defined Contribution (DC) Advisory Program of UBS Financial Services Inc.
•Certified Investment Management Analyst (CIMA®) designation from the Investment Management Analyst's Association at The Wharton School of the University of Pennsylvania.
•Certified Private Wealth Advisor (CPWA®) awarded by IMCA in conjunction with the Booth School of Business of The University of Chicago
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