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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Michael began his career in 1977 as a Business Analyst with Dun & Bradstreet Corporation in Rochester NY. He proceeded through all the analyst positions and subsequently was promoted to Branch Operations Manager in Providence, RI. His responsibilities consisted of all operations in the State of Rhode Island and Southwestern Massachusetts.
He returned to Rochester in 1983 as an Account Executive for E.F. Hutton & Co and continued through the mergers of Shearson Lehman Brothers, Smith Barney and Morgan Stanley. During that period he was recognized as a member of the Presidents Council and Century Club for twelve successive years and acted as the Branch Sales Manager from 1999 to 2010.
He began his employment with UBS Financial Services in December of 2011. Michael is a graduate of the University of Albany with a B.S. in Financial and MBA from Bryant University. He is currently an adjunct professor of business at Nazareth College.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Michael began his career in 1977 as a Business Analyst with Dun & Bradstreet Corporation in Rochester NY. He proceeded through all the analyst positions and subsequently was promoted to Branch Operations Manager in Providence, RI. His responsibilities consisted of all operations in the State of Rhode Island and Southwestern Massachusetts.
He returned to Rochester in 1983 as an Account Executive for E.F. Hutton & Co and continued through the mergers of Shearson Lehman Brothers, Smith Barney and Morgan Stanley. During that period he was recognized as a member of the Presidents Council and Century Club for twelve successive years and acted as the Branch Sales Manager from 1999 to 2010.
He began his employment with UBS Financial Services in December of 2011. Michael is a graduate of the University of Albany with a B.S. in Financial and MBA from Bryant University. He is currently an adjunct professor of business at Nazareth College.
Education
Credentials
24 questions for the '24 US election
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.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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