$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Financial Advisor
Chartered Retirement Planning Counselor
Mark has over 41 years of Wealth Management experience. He focuses on providing wealth management strategies and portfolio construction, helping clients to grow and preserve 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, Thurston.
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 young daughters, Cecilia and Celeste, in the Pittsburgh area of Brookline, PA.
Personal & Community
Education
Credentials
Financial Advisor
Chartered Retirement Planning Counselor
Mark has over 41 years of Wealth Management experience. He focuses on providing wealth management strategies and portfolio construction, helping clients to grow and preserve 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, Thurston.
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 young daughters, Cecilia and Celeste, 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.
Registered Client Associate
Registered 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.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
