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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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Managing Director–Wealth Management
Larry is approaching his 40th year of providing comprehensive investment advice, service and solutions to multigenerational families, individuals, trusts and nonprofit organizations throughout the United States and globally. His objective is to develop investment strategies that are individually tailored to each client’s unique interests. He accomplishes this by focusing on client’s goals to create an appropriate financial plan, and then implementing that plan with a diversified portfolio. Larry carefully discusses the pros and cons of investments and helps clients navigate the emotional swings that can sometimes become a significant part of the investment decision-making process.
Fortunate to work with a group of talented professionals, Larry and his team have a combined 150 years of experience and the knowledge required to service the diverse needs of their clients in a professional and timely manner.
Larry is a UBS Chairman’s Circle member, an exclusive recognition awarded to approximately 100 advisors within the firm for industry leadership.
A Greenwich resident for over 40 years, Larry has been married to Michele for 44 years and has two grown children, Holly and Larry, and two wonderful grandchildren.
Personal & Community
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
Managing Director–Wealth Management
Larry is approaching his 40th year of providing comprehensive investment advice, service and solutions to multigenerational families, individuals, trusts and nonprofit organizations throughout the United States and globally. His objective is to develop investment strategies that are individually tailored to each client’s unique interests. He accomplishes this by focusing on client’s goals to create an appropriate financial plan, and then implementing that plan with a diversified portfolio. Larry carefully discusses the pros and cons of investments and helps clients navigate the emotional swings that can sometimes become a significant part of the investment decision-making process.
Fortunate to work with a group of talented professionals, Larry and his team have a combined 150 years of experience and the knowledge required to service the diverse needs of their clients in a professional and timely manner.
Larry is a UBS Chairman’s Circle member, an exclusive recognition awarded to approximately 100 advisors within the firm for industry leadership.
A Greenwich resident for over 40 years, Larry has been married to Michele for 44 years and has two grown children, Holly and Larry, and two wonderful grandchildren.
Personal & Community
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
Investment insights on the US elections
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
