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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Joined UBS in December of 2011 after having spent 7 years at Morgan Stanley as a Directors Club Member and 13 years at Merrill Lynch as a Chairman's Club Member. Graduated from Ferris State University in Michigan, with B.A. in Business. Played college ice hockey and one year of professional minor - league ice hockey before becoming an advisor. Married with 3 children residing in Bergen County. Coaches youth hockey, football and lacrosse.
CA insurance license #: 5719673
Education
Senior Vice President–Wealth Management
Financial Advisor
Joined UBS in December of 2011 after having spent 7 years at Morgan Stanley as a Directors Club Member and 13 years at Merrill Lynch as a Chairman's Club Member. Graduated from Ferris State University in Michigan, with B.A. in Business. Played college ice hockey and one year of professional minor - league ice hockey before becoming an advisor. Married with 3 children residing in Bergen County. Coaches youth hockey, football and lacrosse.
CA insurance license #: 5719673
Education
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
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UBS is a leading and truly global wealth manager
