Senior Vice President–Wealth Management
Financial Advisor
Mike began his financial services career in 2005 as an Investment Strategist with Belle Haven Investments, an institutional money manager. He then moved to Oppenheimer & Co., where he worked as a Senior Financial Associate for four years, offering his investment experience in fixed income strategies. Mike joined UBS Financial Services in 2011, where he currently provides wealth management strategies to high-net-worth individuals and families.
Mike focuses on creating comprehensive financial strategies to manage and preserve his client's wealth. He holds Series 7, 63, and 65 licenses, and is particularly skilled at analyzing fixed income options and developing customized lending approaches.
He earned his B.S. from The University of Connecticut in 2004 and currently lives with his wife, Marissa, and their son Mason, in Oradell, NJ. He has been involved with various charities and organizations, including the American Society for the Prevention of Cruelty to Animals, Growing Hearts of Africa, and World Vision.
Recognized as an industry leader:
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.
Education
Senior Vice President–Wealth Management
Financial Advisor
Mike began his financial services career in 2005 as an Investment Strategist with Belle Haven Investments, an institutional money manager. He then moved to Oppenheimer & Co., where he worked as a Senior Financial Associate for four years, offering his investment experience in fixed income strategies. Mike joined UBS Financial Services in 2011, where he currently provides wealth management strategies to high-net-worth individuals and families.
Mike focuses on creating comprehensive financial strategies to manage and preserve his client's wealth. He holds Series 7, 63, and 65 licenses, and is particularly skilled at analyzing fixed income options and developing customized lending approaches.
He earned his B.S. from The University of Connecticut in 2004 and currently lives with his wife, Marissa, and their son Mason, in Oradell, NJ. He has been involved with various charities and organizations, including the American Society for the Prevention of Cruelty to Animals, Growing Hearts of Africa, and World Vision.
Recognized as an industry leader:
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.
Education
Senior Client Associate
Senior Client Associate
Client Associate
Client Associate
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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