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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
