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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous months on record—and over the past 40 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 21 years at Smith Barney.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
I earned my bachelor’s degree in Finance from Thomas Jefferson University. My wife and I live in Fort Washington. We just welcomed our first grandchild Skylar.
Education
Credentials
Lets connect
Senior Vice President–Wealth Management
I began my career in one of the equity market’s most tumultuous months on record—and over the past 40 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 21 years at Smith Barney.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
I earned my bachelor’s degree in Finance from Thomas Jefferson University. My wife and I live in Fort Washington. We just welcomed our first grandchild Skylar.
Education
Credentials
Lets connect
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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
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