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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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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
Investment insights on the US elections
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.
In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
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