Senior Vice President–Wealth Management
Since 1981, my passion has been helping successful people pursue their financial goals. I strive to make a positive impact on their lives and build lifelong relationships. Prior to joining UBS Financial Services in 1993, I was associated with Shearson Lehman Brothers and David Lerner Associates. It is my responsibility to provide clients with a customized, comprehensive wealth management plan. I received my B.A. in management and finance from Hofstra University and have earned the Chartered Retirement Plans Specialist andChartered Retirement Planning Counselor designations. I am Series 7, 8, 52, 63, 65, life, health and annuity insurance licensed.
A resident of Huntington for the past 35 years, I am extremely active in my community, having served as past president and board member of the Rotary Club of Huntington Station and a former member of the South Huntington School District Board of Education. I helped establish the Interact Club for Walt Whitman H.S., and volunteer with St. Hugh’s Soup Kitchen, the American Cancer Society, Habitat For Humanity and the Crohn’s & Colitis Foundation. I enjoy reading, skiing, coaching baseball, athletic training and spending time with my three sons, Gregory, Charley and Daniel, and my dog.
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
Credentials
Senior Vice President–Wealth Management
Since 1981, my passion has been helping successful people pursue their financial goals. I strive to make a positive impact on their lives and build lifelong relationships. Prior to joining UBS Financial Services in 1993, I was associated with Shearson Lehman Brothers and David Lerner Associates. It is my responsibility to provide clients with a customized, comprehensive wealth management plan. I received my B.A. in management and finance from Hofstra University and have earned the Chartered Retirement Plans Specialist andChartered Retirement Planning Counselor designations. I am Series 7, 8, 52, 63, 65, life, health and annuity insurance licensed.
A resident of Huntington for the past 35 years, I am extremely active in my community, having served as past president and board member of the Rotary Club of Huntington Station and a former member of the South Huntington School District Board of Education. I helped establish the Interact Club for Walt Whitman H.S., and volunteer with St. Hugh’s Soup Kitchen, the American Cancer Society, Habitat For Humanity and the Crohn’s & Colitis Foundation. I enjoy reading, skiing, coaching baseball, athletic training and spending time with my three sons, Gregory, Charley and Daniel, and my dog.
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
Credentials
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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