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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Senior Vice President–Wealth Management
Financial Advisor
I began my banking career with Citibank in 1982, working in the retail bank. In 1991, I became a registered representative in the brokerage industry and over the past 25 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 15 years at Smith Barney and it's predecessor firm Shearson Lehman Brothers. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement and financial planning. I am a Senior Portfolio Manager in the Portfolio Management Program, a fee based discretionary portfolio management service. I also help clients achieve their goals with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 securities licenses and licenses for life, accident and health insurance and variable annuities as well as a managed futures license. My bachelor's degree, summa cum laude is from the University of Bridgeport. I have also received extensive internal training in portfolio management while at Smith Barney and have earned the Wealth Advisor designation at UBS. My wife and I live in Bronxville New York.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
I began my banking career with Citibank in 1982, working in the retail bank. In 1991, I became a registered representative in the brokerage industry and over the past 25 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 15 years at Smith Barney and it's predecessor firm Shearson Lehman Brothers. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement and financial planning. I am a Senior Portfolio Manager in the Portfolio Management Program, a fee based discretionary portfolio management service. I also help clients achieve their goals with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 securities licenses and licenses for life, accident and health insurance and variable annuities as well as a managed futures license. My bachelor's degree, summa cum laude is from the University of Bridgeport. I have also received extensive internal training in portfolio management while at Smith Barney and have earned the Wealth Advisor designation at UBS. My wife and I live in Bronxville New York.
Education
Credentials
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$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
