$5+ trillion
In invested assets globally
As of 11/07/2023
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.
First Vice President–Wealth Management
Financial Advisor
Mike has over nineteen years of financial services experience and serves the needs of high net worth individuals and families, as well as professionals and businesses within the area. Mike is a graduate of the United States Military Academy at West Point, NY, where he attained a B.S. in International Affairs. Mike is active in supporting local charities and has served as a Board member of the West Point Society of New Jersey for the past eight years. Mike, and his wife, Lucy, have two grown children and reside in Columbus, NJ.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager