$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
First Vice President–Wealth Management
Mark has over 39 years of Wealth Management experience. He focuses on providing wealth management strategies and portfolio construction, 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.
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 construction, 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.
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.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
