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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
First Vice President–Wealth Management
Financial Advisor
John is a Financial Advisor and Corporate Stock Benefit Consultant in the UBS Headquarters Office in NYC. His area of specialty is Corporate Executive Services including Equity Compensation. John travels extensively as a member of the UBS Equity Plan Advisory Network advising Senior Executives with their Wealth Management and Equity Compensation. He is a Chartered Retirement Planning Counselor accredited by the College for Financial Planning.
Prior to joining UBS in 2008, John was an associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management subsidiary of Signature Bank. He is a graduate of Hobart College and the Delbarton School. John lives in Northern New Jersey with his wife and two sons.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
John is a Financial Advisor and Corporate Stock Benefit Consultant in the UBS Headquarters Office in NYC. His area of specialty is Corporate Executive Services including Equity Compensation. John travels extensively as a member of the UBS Equity Plan Advisory Network advising Senior Executives with their Wealth Management and Equity Compensation. He is a Chartered Retirement Planning Counselor accredited by the College for Financial Planning.
Prior to joining UBS in 2008, John was an associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management subsidiary of Signature Bank. He is a graduate of Hobart College and the Delbarton School. John lives in Northern New Jersey with his wife and two sons.
Education
Credentials
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
