$3.9 trillion
In invested assets globally
As of 12/31/2022
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
Mark has over 39 years of Wealth Management experience. He focuses on providing wealth management strategies and portfolio management, helping clients to grow and protect their wealth. His ultimate goal is for his clients to comfortably and confidently achieve their financial lifestyle dreams.
Mark resides in Millcreek, PA and Chautauqua Lake, NY with his wife Becky. Their son David, is a Phi Beta Kappa graduate of Case Western Reserve University, and is a graduate of the Law School at Yale University. He began his law career as an Associate at the law firm of Ropes & Gray LLP in Boston, MA. He is currently Assistant U.S. Attorney for the Federal Prosecutor's Office in Boston. David currently resides in Cambridge, MA with his partner, Justin.
Their daughter Michelle, is a Phi Beta Kappa graduate of Allegheny College, and past captain of the Lady Gators Women's Soccer Team. She holds a Masters and PhD degree from the University of Pittsburgh, and is currently teaching Cognitive Psychology at Pitt. Michelle currently resides with her husband Trevor, and their new daughter, Cecilia, in the Pittsburgh area of Brookline, PA.
Personal & Community
Education
Credentials
First Vice President–Wealth Management
Mark has over 39 years of Wealth Management experience. He focuses on providing wealth management strategies and portfolio management, helping clients to grow and protect their wealth. His ultimate goal is for his clients to comfortably and confidently achieve their financial lifestyle dreams.
Mark resides in Millcreek, PA and Chautauqua Lake, NY with his wife Becky. Their son David, is a Phi Beta Kappa graduate of Case Western Reserve University, and is a graduate of the Law School at Yale University. He began his law career as an Associate at the law firm of Ropes & Gray LLP in Boston, MA. He is currently Assistant U.S. Attorney for the Federal Prosecutor's Office in Boston. David currently resides in Cambridge, MA with his partner, Justin.
Their daughter Michelle, is a Phi Beta Kappa graduate of Allegheny College, and past captain of the Lady Gators Women's Soccer Team. She holds a Masters and PhD degree from the University of Pittsburgh, and is currently teaching Cognitive Psychology at Pitt. Michelle currently resides with her husband Trevor, and their new daughter, Cecilia, in the Pittsburgh area of Brookline, PA.
Personal & Community
Education
Credentials
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Client Associate
Client Associate
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
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
