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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
As a Financial Advisor with over 30 years of experience in the Financial Services industry, Michael is dedicated to helping Attorneys and Business Owners achieve their financial goals with 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, outside biking or golfing.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
As a Financial Advisor with over 30 years of experience in the Financial Services industry, Michael is dedicated to helping Attorneys and Business Owners achieve their financial goals with 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, outside biking or golfing.
Education
Credentials
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Balancing living and giving
Discover strategies to make your savings last
The latest Chief Global Investment Office Investment Management report outlines how families can thoughtfully balance living and giving by aligning spending, gifting, and legacy goals with long-term financial security. It explores the trade-offs between supporting lifestyle needs, maintaining flexibility, and making a meaningful impact over time.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
