Experience

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.

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.