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$7 trn
UBS Group invested assets
As of 12/31/2025
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
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