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$7 trn
UBS Group invested assets
As of 12/31/2025
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Vice President–Wealth Management
Financial Advisor
I am a firm believer that proactive communication and planning are critical in successful lifelong wealth management - yet I often find these key aspects either lacking, or even nonexistent in families' financial lives.
At North Street Legacy Partners we actively collaborate with you, your family, and your legal and tax advisors, to build a tailored strategy so that you and your loved ones achieve financial security and confidence.
After a decade of advising high-net-worth and ultra-high-net-worth families at various CPA firms, law firms, and family offices in the greater Boston area, I wanted to return home to my roots on Cape Cod. I found a natural fit for my skills and experience with North Street Legacy Partners, and recently joined the team in order to help advise and guide select families in the greater Cape and Islands area.
I grew up in Centerville and graduated from Barnstable High School in '99. I earned a degree in accounting from Boston College in '03, and graduated from Suffolk Law School in '07.
I live with my wife Annemarie and three children Paige, Kellan, and Aidan. In addition to spending time with my family, I enjoy golfing, traveling, reading books, and watching the Patriots!
My professional/social affiliations include: Estate Planning Council of Cape Cod, Cape Cod Young Professionals, Mensa International.
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
Vice President–Wealth Management
Financial Advisor
I am a firm believer that proactive communication and planning are critical in successful lifelong wealth management - yet I often find these key aspects either lacking, or even nonexistent in families' financial lives.
At North Street Legacy Partners we actively collaborate with you, your family, and your legal and tax advisors, to build a tailored strategy so that you and your loved ones achieve financial security and confidence.
After a decade of advising high-net-worth and ultra-high-net-worth families at various CPA firms, law firms, and family offices in the greater Boston area, I wanted to return home to my roots on Cape Cod. I found a natural fit for my skills and experience with North Street Legacy Partners, and recently joined the team in order to help advise and guide select families in the greater Cape and Islands area.
I grew up in Centerville and graduated from Barnstable High School in '99. I earned a degree in accounting from Boston College in '03, and graduated from Suffolk Law School in '07.
I live with my wife Annemarie and three children Paige, Kellan, and Aidan. In addition to spending time with my family, I enjoy golfing, traveling, reading books, and watching the Patriots!
My professional/social affiliations include: Estate Planning Council of Cape Cod, Cape Cod Young Professionals, Mensa International.
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
Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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