Senior Vice President–Wealth Management
Financial Advisor
Michael has been a Financial Advisor for over 45 years, having started his career at PaineWebber in 1977. Michael has managed wealth successfully through various market cycles. He believes in taking a risk-management approach when constructing investment allocations and portfolios for our clients. As he has for the past four decades, Michael continues to take a holistic approach to wealth management for our clients and their families. Michael's roles include investment management, client reviews, and trusted advisor coordination.
Michael is a graduate of Ithaca College and currently lives in Alexandria Township, NJ with his wife Deborah.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Michael has been a Financial Advisor for over 45 years, having started his career at PaineWebber in 1977. Michael has managed wealth successfully through various market cycles. He believes in taking a risk-management approach when constructing investment allocations and portfolios for our clients. As he has for the past four decades, Michael continues to take a holistic approach to wealth management for our clients and their families. Michael's roles include investment management, client reviews, and trusted advisor coordination.
Michael is a graduate of Ithaca College and currently lives in Alexandria Township, NJ with his wife Deborah.
Education
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Prior to becoming a Financial Advisor, Justin spent several years at UBS as an analyst partnering with Financial Advisors and their clients on financial planning, asset allocation, and investment management. His CFP® (CERTIFIED FINANCIAL PLANNER™) and Wealth Advisor designations help provide guidance with some of the more complex aspects of our clients lives. Justin's roles include developing personalized financial plans, collaborating with other advisors (tax, estate, insurance, liability, etc.), investment management and client reviews. Having spent over 15 years at UBS, his focus is on optimizing the tax efficiency within our clients' portfolios and throughout various aspects of their financial plan.
Justin is a graduate of Saint Joseph's University. He currently lives in Basking Ridge, NJ with his wife Missy and their sons Tommy and Danny.
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.
Credentials
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER®
Prior to becoming a Financial Advisor, Justin spent several years at UBS as an analyst partnering with Financial Advisors and their clients on financial planning, asset allocation, and investment management. His CFP® (CERTIFIED FINANCIAL PLANNER™) and Wealth Advisor designations help provide guidance with some of the more complex aspects of our clients lives. Justin's roles include developing personalized financial plans, collaborating with other advisors (tax, estate, insurance, liability, etc.), investment management and client reviews. Having spent over 15 years at UBS, his focus is on optimizing the tax efficiency within our clients' portfolios and throughout various aspects of their financial plan.
Justin is a graduate of Saint Joseph's University. He currently lives in Basking Ridge, NJ with his wife Missy and their sons Tommy and Danny.
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.
Credentials
Senior Client Associate
Vera is a Senior Client Service Associate handling all administrative and operational needs along with a variety of other areas for our clients. Vera has been with UBS since 2002 holding various roles at the firm during her tenure, including a number of positions in operations, new accounts and her most recent roles as Branch Technology Liaison and Client Service Associate. Her prior knowledge and experience in those areas allow her to effectively help our clients in a variety of ways. Her vast experience and her attention to detail has proven invaluable to our clients. Vera lives in Cedar Knolls with her husband Taras and their two sons Nicholas and Lukas.
Senior Client Associate
Vera is a Senior Client Service Associate handling all administrative and operational needs along with a variety of other areas for our clients. Vera has been with UBS since 2002 holding various roles at the firm during her tenure, including a number of positions in operations, new accounts and her most recent roles as Branch Technology Liaison and Client Service Associate. Her prior knowledge and experience in those areas allow her to effectively help our clients in a variety of ways. Her vast experience and her attention to detail has proven invaluable to our clients. Vera lives in Cedar Knolls with her husband Taras and their two sons Nicholas and Lukas.
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.
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.
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