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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
Financial Advisor
I joined UBS in 2000 after a 25 year tenure with Merrill Lynch where I was an associate branch manager and financial advisor. For the past 36 years, I have enjoyed helping clients manage their wealth throughout good times and bad. I am involved in many charitable organizations including Genesee Valley Hunt Club, Stuart Horse Trials, University of Vermont, Walnut Hill Driving Competition and Rochester Orchid Society. I enjoy hobbies in ornithology, fox hunting, horseback riding, antique clock collecting and gardening. My bachelor's degree in economics is from SUNY Oswego. I live in Mendon, NY.
Education
First Vice President–Wealth Management
Financial Advisor
I joined UBS in 2000 after a 25 year tenure with Merrill Lynch where I was an associate branch manager and financial advisor. For the past 36 years, I have enjoyed helping clients manage their wealth throughout good times and bad. I am involved in many charitable organizations including Genesee Valley Hunt Club, Stuart Horse Trials, University of Vermont, Walnut Hill Driving Competition and Rochester Orchid Society. I enjoy hobbies in ornithology, fox hunting, horseback riding, antique clock collecting and gardening. My bachelor's degree in economics is from SUNY Oswego. I live in Mendon, NY.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
