Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
