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More than 160 years
offering financial advice
It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.
P.J. is a Senior Vice President - Wealth Management for UBS Financial Services Inc. in Baltimore, Maryland with over 15 years of experience as an investment professional in the financial services industry. P.J. provides wealth management services to a wide range of clients including high net worth families, institutions, business owners, nonprofit foundations and endowment funds who benefit from his years of experience and deep understanding of the financial markets.
His practice specializes in custom portfolios as well as the ability to overlay alternative investments, including hedge funds, private equity, real estate and structured solutions. P.J. approaches each client with an customized investment process that keeps the client's goals at the forefront by developing personalized wealth planning strategies. He provides investments based on each client’s goals and risk profile while utilizing the vast resources of UBS. P.J. holds Series 7 and 66 securities licenses, as well as licenses for life, health, and long-term care insurance and variable annuities.
A native of Baltimore, P.J. attended The Park School and earned his degree in finance from The University of Maryland, Robert H. Smith School of Business. P.J. lives in Baltimore with his wife, Karen, and their two children: Zach and Jordan.
P.J. is an active leader in his community serving in many different volunteer roles over the years. He was 2013 recipient of The Harry Greenstein Young Leadership Award from The Associated. Currently, P.J. is on the Board of Directors of The Associated: Jewish Federation of Baltimore and The Associated Jewish Charities of Baltimore. P.J. also serves on the investment committee for The Associated and The Park School of Baltimore. P.J. is a past President of The Pearlstone Center and has served on the Board of Directors at Sinai Hospital, The JCC of Greater Baltimore, and as a Trustee for Beth Tfiloh Dahan Community School.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
P.J. is a Senior Vice President - Wealth Management for UBS Financial Services Inc. in Baltimore, Maryland with over 15 years of experience as an investment professional in the financial services industry. P.J. provides wealth management services to a wide range of clients including high net worth families, institutions, business owners, nonprofit foundations and endowment funds who benefit from his years of experience and deep understanding of the financial markets.
His practice specializes in custom portfolios as well as the ability to overlay alternative investments, including hedge funds, private equity, real estate and structured solutions. P.J. approaches each client with an customized investment process that keeps the client's goals at the forefront by developing personalized wealth planning strategies. He provides investments based on each client’s goals and risk profile while utilizing the vast resources of UBS. P.J. holds Series 7 and 66 securities licenses, as well as licenses for life, health, and long-term care insurance and variable annuities.
A native of Baltimore, P.J. attended The Park School and earned his degree in finance from The University of Maryland, Robert H. Smith School of Business. P.J. lives in Baltimore with his wife, Karen, and their two children: Zach and Jordan.
P.J. is an active leader in his community serving in many different volunteer roles over the years. He was 2013 recipient of The Harry Greenstein Young Leadership Award from The Associated. Currently, P.J. is on the Board of Directors of The Associated: Jewish Federation of Baltimore and The Associated Jewish Charities of Baltimore. P.J. also serves on the investment committee for The Associated and The Park School of Baltimore. P.J. is a past President of The Pearlstone Center and has served on the Board of Directors at Sinai Hospital, The JCC of Greater Baltimore, and as a Trustee for Beth Tfiloh Dahan Community School.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
More than 160 years
offering financial advice
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
