$5+ trillion
In invested assets globally
As of 11/07/2023
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
I joined UBS as a Financial Advisor following 9 years as a Vice President - Investments at Smith Barney. I graduated from Fairfield University with a degree in Economics and obtained my MBA in Finance at the University of CT. I have been registered with Series 7, 61 and 63 securities licenses as well as insurance licensed for life, health insurance and variable annuities. I enjoy the outdoors and many sports including biking, kayaking and fishing. I also am active in sustainable (Green) initiatives. I live in Easton, CT with my wife Jody and my children, Lindsay, Madeline and James.
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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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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