$5+ trillion
In invested assets globally
As of 11/07/2023
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Phil has developed a broad-based background and record of accomplishment over a 30 year professional career. Phil joined UBS in 2011, following 8 years with Morgan Stanley and Smith Barney. In 2007, Phil completed Smith Barney's Leadership Development Program, reserved for a highly selective group of financial advisors from throughout the United States.
Prior to joining Smith Barney in 2003, Phil developed expertise in financial analysis and management as well as strategic planning, with a particular emphasis helping successful business owners and medical professionals evaluate opportunities and achieve their long-term financial goals.
Phil served as Founder & President of MDX, Inc., a management consulting firm, from 1991 to 2003. Phil's educational background includes a Master of Public Administration degree with a concentration in finance from the Wagner School of Public Service at New York University, and a bachelor's degree from the College of the Holy Cross in Worcester, MA where he majored in English and had a secondary concentration in economics.
Education
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager