Senior Vice President–Wealth Management
Financial Advisor
Michael has been in the financial services industry since 1986.
Michael takes a service-oriented, consultative approach with each of his clients in order to help them create realistic investment plans to achieve their goals. He emphasizes portfolio management with a focus on planning for retirement. He specializes in generating income and protecting capital over the long-term. His primary focus on the team is portfolio management and asset allocation.
Michael lives Westfield with his wife and beagle Fritz. He enjoys travelling, going for runs, and spending time with his family in his free time.
Senior Vice President–Wealth Management
Financial Advisor
Michael has been in the financial services industry since 1986.
Michael takes a service-oriented, consultative approach with each of his clients in order to help them create realistic investment plans to achieve their goals. He emphasizes portfolio management with a focus on planning for retirement. He specializes in generating income and protecting capital over the long-term. His primary focus on the team is portfolio management and asset allocation.
Michael lives Westfield with his wife and beagle Fritz. He enjoys travelling, going for runs, and spending time with his family in his free time.
Financial Advisor
Accredited Wealth Management Advisor℠
Monika graduated from Saint Joseph's University in 2018. She has grown up in the financial services industry watching her father grow a business from the ground up and is excited to follow in his footsteps. She has a background in financial planning from her previous role at Morgan Stanley. She has passed the Accredited Wealth Management Advisor™ exam and is currently a candidate for the Certified Financial Planner (CFP®) certification, the industry standard-of-excellence in financial planning. She holds the Series 7, 63, and 66, securities licenses as well as Life, Accident and Health Insurance licenses.
Monika transitioned to UBS Wealth Management in 2022. She values the strong relationships she makes while guiding families through generational planning. Her passion is delivering holistic plans and solutions to help clients achieve their financial goals.
Monika lives in Hoboken where she enjoys exploring new restaurants and fitness classes as well as spending time with friends and family.
Credentials
Financial Advisor
Accredited Wealth Management Advisor℠
Monika graduated from Saint Joseph's University in 2018. She has grown up in the financial services industry watching her father grow a business from the ground up and is excited to follow in his footsteps. She has a background in financial planning from her previous role at Morgan Stanley. She has passed the Accredited Wealth Management Advisor™ exam and is currently a candidate for the Certified Financial Planner (CFP®) certification, the industry standard-of-excellence in financial planning. She holds the Series 7, 63, and 66, securities licenses as well as Life, Accident and Health Insurance licenses.
Monika transitioned to UBS Wealth Management in 2022. She values the strong relationships she makes while guiding families through generational planning. Her passion is delivering holistic plans and solutions to help clients achieve their financial goals.
Monika lives in Hoboken where she enjoys exploring new restaurants and fitness classes as well as spending time with friends and family.
Credentials
Client Associate
Zach graduated from Hartwick College in 2023 with a B.A. in Economics and a B.S. in Business Administration. He then went on to complete a graduate certificate program at Rutgers University in Labor & Employment Relations. Zach has a vested interest in personal finance & wealth management strategies and currently holds Series 7 licensing and is a candidate for the Series 66 license.
Zach was a 4 year member of the Hartwick College Men’s Basketball team, including two years as a Team-Captain. Additionally, he spent his graduate year at Rutgers as a member of the Men’s Basketball team.
Through integrating discipline from his athletics background, he leans on teamwork, strong analytical skills and consistency to succeed in the workplace.
Client Associate
Zach graduated from Hartwick College in 2023 with a B.A. in Economics and a B.S. in Business Administration. He then went on to complete a graduate certificate program at Rutgers University in Labor & Employment Relations. Zach has a vested interest in personal finance & wealth management strategies and currently holds Series 7 licensing and is a candidate for the Series 66 license.
Zach was a 4 year member of the Hartwick College Men’s Basketball team, including two years as a Team-Captain. Additionally, he spent his graduate year at Rutgers as a member of the Men’s Basketball team.
Through integrating discipline from his athletics background, he leans on teamwork, strong analytical skills and consistency to succeed in the workplace.
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.
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