Financial Advisor
CERTIFIED FINANCIAL PLANNER®
As a Financial Advisor at UBS, I work with business owners, entrepreneurs and individuals to help plan, design and implement strategies that reflect your aspirations and often times, complex needs. Leveraging UBS's platform, we bring some of the most innovative thinking and solutions to you.
I graduated from Yale University with a B.A. in Political Science, where I was a member of the hockey team. Since graduation I have continued my pursuit of learning and obtained my CERTIFIED FINANCIAL PLANNER (CFP®) designation.
Outside of the office I serve on the Board of Trustees at my Alma Mater, Worcester Academy. I still lace up the skates and I am also in the process of trying to stand up on a surf board.
I live in Shrewsbury, MA with my wife and three daughters.
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