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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Financial Advisor
With over 20 years of experience, Michael built his practice helping clients with their financial planning and investment needs. During his career, Michael has witnessed both the private and institutional sides of the financial industry, enabling him to bring valuable market insights to his practice. Additionally, this experience helps him to have a strong understanding of the firm and how to use the resources to benefit his clients. He has formalized his experience by completing the rigorous certification process and achieving the designation of Certified Financial Planner®. Michael has also been named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager.
Throughout his career, Michael has worked with affluent individuals and their families to plan for a more secure future. These clients include business owners, professionals, and corporate executives. By helping clients to clearly identify their goals, he works to create a financial plan and investment strategy to meet that purpose. As a CFP®, Michael possesses knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Michael focuses on investment and risk management, income generation and income maximization strategies, insurance needs, and wealth transfer strategies.
Michael is a board member and past president of the Rotary Club of Fanwood-Scotch Plains. He is also a board member of the Dance Innovation Performance Foundation.
Michael is the proud father of two sons. In his spare time he enjoys boating and he is a certified Yoga Instructor.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
With over 20 years of experience, Michael built his practice helping clients with their financial planning and investment needs. During his career, Michael has witnessed both the private and institutional sides of the financial industry, enabling him to bring valuable market insights to his practice. Additionally, this experience helps him to have a strong understanding of the firm and how to use the resources to benefit his clients. He has formalized his experience by completing the rigorous certification process and achieving the designation of Certified Financial Planner®. Michael has also been named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager.
Throughout his career, Michael has worked with affluent individuals and their families to plan for a more secure future. These clients include business owners, professionals, and corporate executives. By helping clients to clearly identify their goals, he works to create a financial plan and investment strategy to meet that purpose. As a CFP®, Michael possesses knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Michael focuses on investment and risk management, income generation and income maximization strategies, insurance needs, and wealth transfer strategies.
Michael is a board member and past president of the Rotary Club of Fanwood-Scotch Plains. He is also a board member of the Dance Innovation Performance Foundation.
Michael is the proud father of two sons. In his spare time he enjoys boating and he is a certified Yoga Instructor.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
