Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Education
Credentials
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.
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
