A collaboration that puts you first

Before Mike and John were colleagues, they were friends who coached youth sports together. Mike led their sons’ football team with the assistance of John, while John led the basketball team with the assistance of Mike. During their coaching days, the two complemented one another with their styles and skill sets. That same approach to leadership has translated to a professional level at UBS.

The collaboration between the two teams allows us to deploy each advisor’s specific experience for the benefit of our clients. Mike has steered clients through more than 31 years of varying financial markets. Mike constructs and oversees several customized financial models. He has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds.

Over nearly 30 years, John has developed a deep understanding of the investment banking and real estate sectors of wealth management. His experience in these highly specialized areas enables clients to diversify their portfolios with nontraditional investments.

Together, Mike’s and John’s skill sets offer a comprehensive approach to wealth management. Their collaboration is designed to enhance the overall client experience at both firms. As strategic partners, they can deliver a broader range of resources to help pursue your financial goals. Talk to us about how we can work together for you.