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$3.9 trillion
In invested assets globally
As of 12/31/2022
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Senior Vice President–Wealth Management
Financial Advisor
Michael is a Financial Advisor focusing on asset management, income protection and retirement planning for Attorneys, their firms and their clients. With over 26 years of experience in the Financial Services Industry, Michael's goal is to provide attorneys and their clients solutions that address their unique circumstances. Michael is experienced at helping clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. His unique perspective gives clients the confidence they need to stay invested in accordance with their well-developed financial plan. In addition, Michael is a Chartered Retirement Plans Specialist® and manages the CCK Group's corporate retirement plans business.
Michael lives in New Jersey with his wife and two children. When he is not working on financial plans or researching companies you can find him at his local Crossfit gym or outside biking.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Michael is a Financial Advisor focusing on asset management, income protection and retirement planning for Attorneys, their firms and their clients. With over 26 years of experience in the Financial Services Industry, Michael's goal is to provide attorneys and their clients solutions that address their unique circumstances. Michael is experienced at helping clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. His unique perspective gives clients the confidence they need to stay invested in accordance with their well-developed financial plan. In addition, Michael is a Chartered Retirement Plans Specialist® and manages the CCK Group's corporate retirement plans business.
Michael lives in New Jersey with his wife and two children. When he is not working on financial plans or researching companies you can find him at his local Crossfit gym or outside biking.
Education
Credentials
UBS Business Transition Services can help unlock the possibilities
Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
