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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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First Vice President–Wealth Management
Financial Advisor
John has spent his entire career in the Financial Services Industry. For over 30 years, John has been focused on working with institutions and individuals, committed to tailoring solutions to meet their financial goals. John prides himself on his long term client relationships, which has been helpful in guiding them through volatile markets. He provides first class service to his client base that includes credit unions, not-for-profits, associations, corporations and high net worth individuals and their families.
John's responsibilities for his clients include fixed income portfolio management, corporate cash management, financial planning, retirement planning, advisory equity portfolio management program, asset allocation, liability management, and qualified plan/IRA distribution plans. Cornerstones of John's business are principal protection, maximizing income, total return and tax efficiency.
John is an alumnus of The Catholic University of America where he played Division 3 football at Catholic U and also met his wife Tricia. John and Tricia have been married for 28 years and reside in Summit, NJ with their five children. John is an avid golfer and enjoys coaching youth sports.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
John has spent his entire career in the Financial Services Industry. For over 30 years, John has been focused on working with institutions and individuals, committed to tailoring solutions to meet their financial goals. John prides himself on his long term client relationships, which has been helpful in guiding them through volatile markets. He provides first class service to his client base that includes credit unions, not-for-profits, associations, corporations and high net worth individuals and their families.
John's responsibilities for his clients include fixed income portfolio management, corporate cash management, financial planning, retirement planning, advisory equity portfolio management program, asset allocation, liability management, and qualified plan/IRA distribution plans. Cornerstones of John's business are principal protection, maximizing income, total return and tax efficiency.
John is an alumnus of The Catholic University of America where he played Division 3 football at Catholic U and also met his wife Tricia. John and Tricia have been married for 28 years and reside in Summit, NJ with their five children. John is an avid golfer and enjoys coaching youth sports.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
