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Michael is a Senior Vice president and Portfolio Manager. He is a 34 year veteran of the financial services and wealth management industry. With over three decades of experience, Michael has mastered the art of portfolio management through a spectrum of market trends for executives and small businesses. He joined UBS in January, 2012 after 30 years at Merrill Lynch. Michael's accounts are actively managed with a holistic approach that includes retirement planning, estate planning and personalized portfolio management. He received the Chartered Retirement Plan Consultant (CRPC) designation and holds Series 7 and 66 securities licenses.

Michael earned his Bachelor of Science Business Degree at Youngstown State University, Ohio. He has two college graduate children, Tony and Carly. Michael currently resides in Pasadena, California, which is close to his hometown of Eagle Rock. He gives back to his community by volunteering as an active board member of the Cancer Support Community of Pasadena.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Youngstown State University, Ohio, Bachelor of Science Business Degree

• Chartered Retirement Planning Counselor

• AL
• AZ
• CA
• CO
• CT
• FL
• GA
• HI
• ID
• IL
• IN
• MA
• MI
• MN
• MT
• NC
• NH
• NV
• NY
• OH
• OR
• RI
• SD
• TN
• TX
• VA
• WA

Matthew began his wealth management and advisory career in 1998. With almost two decades of experience, Matthew has successfully advised executives, small businesses and retirees through a variety of market cycles. He joined UBS Financial Services in January, 2012 after 14 years at Merrill Lynch. Matthew's focus has always been what is best for his clients, including retirement and estate planning or personalized portfolio management. In order to provide exceptional service, Matthew continues to grow his knowledge through education. He earned his Certified Investment Management Analyst (CIMA) and Chartered Retirement Plan Consultant (CRPC) designations to build off his Series 7 and 66 securities licenses.

Matthew received his Bachelor of Science in Finance from California State University of Northridge. He currently resides in La Canada, California with his wife, Allison, and their two sons, Chase and Liam. Matthew finds great importance in giving back to the community. He is a board member of the Kiwanis Club of La Canada and chairs the annual toy drive for the organization. He volunteers as a referee and coach for his children's various sporting interests and serves on the Dad's committee for his son's elementary school.

• Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• California State University of Northridge, Bachelor of Science in Finance

• Certified Investment Management Analyst®
• Chartered Retirement Planning Counselor