Senior Vice President–Wealth Management
Financial Advisor
I am a seasoned 25 plus year veteran of the securities industry. Having lived through several market cycles, bubbles, recessions and recoveries I have learned great respect for the importance of solid investment advice and risk tolerance. I am a Senior Portfolio Manager in our Portfolio Management Program and also offer access to other wealth management strategies.
I attended Trinity Pawling High School in Pawling, New York and went on to earn a B.A. Degree with a major in Economics from Washington and Jefferson College in Pennsylvania. I completed my formal education at Long Island University with an M.B.A. in finance. After 2 years in the military I entered the securities industry and have been learning ever since. My interests include golf, boats, cars and most spectator sports.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Vice President–Wealth Management
Financial Advisor
I am a seasoned 25 plus year veteran of the securities industry. Having lived through several market cycles, bubbles, recessions and recoveries I have learned great respect for the importance of solid investment advice and risk tolerance. I am a Senior Portfolio Manager in our Portfolio Management Program and also offer access to other wealth management strategies.
I attended Trinity Pawling High School in Pawling, New York and went on to earn a B.A. Degree with a major in Economics from Washington and Jefferson College in Pennsylvania. I completed my formal education at Long Island University with an M.B.A. in finance. After 2 years in the military I entered the securities industry and have been learning ever since. My interests include golf, boats, cars and most spectator sports.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Vice President–Wealth Management
Financial Advisor
I attended John Jay High School in Cross River, New York and continued on to receive my bachelors degree in Business Management from Moravian College.
I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance. I joined UBS in January 2015 with a focus on financial planning and client relations.
My interests include golf, skiing, traveling, and being involved in my local community.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Vice President–Wealth Management
Financial Advisor
I attended John Jay High School in Cross River, New York and continued on to receive my bachelors degree in Business Management from Moravian College.
I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance. I joined UBS in January 2015 with a focus on financial planning and client relations.
My interests include golf, skiing, traveling, and being involved in my local community.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Wealth Strategy Associate
Credentials
Senior Wealth Strategy Associate
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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