$5.8+ trn
UBS Group invested assets
As of 03/31/2024
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.
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.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager