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#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President
Financial Advisor
Scott began his career at UBS in 2011 within the Alternative Investment Group at the Wealth Management Americas Headquarters in New Jersey. He then moved on to the Asset Management Group in New York City and San Francisco before joining the Philadelphia office in Global Wealth Management. Working across the country in multiple business units has given him knowledge and experience to educate his clients on the global resources of UBS.
As someone who has always been passionate about building meaningful relationships, Scott works closely with professional athletes, entrepreneurs, business owners and high net-worth families with a focus on planning, asset management and banking. He is high-energy, forward-thinking and engaged in helping his clients achieve their financial goals.
Scott is a singer/songwriter/musician, watch collector and car enthusiast. He and his wife, Eileen live in Wayne, PA with their daughter, Stella Wren and dog, Penny.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Vice President
Financial Advisor
Scott began his career at UBS in 2011 within the Alternative Investment Group at the Wealth Management Americas Headquarters in New Jersey. He then moved on to the Asset Management Group in New York City and San Francisco before joining the Philadelphia office in Global Wealth Management. Working across the country in multiple business units has given him knowledge and experience to educate his clients on the global resources of UBS.
As someone who has always been passionate about building meaningful relationships, Scott works closely with professional athletes, entrepreneurs, business owners and high net-worth families with a focus on planning, asset management and banking. He is high-energy, forward-thinking and engaged in helping his clients achieve their financial goals.
Scott is a singer/songwriter/musician, watch collector and car enthusiast. He and his wife, Eileen live in Wayne, PA with their daughter, Stella Wren and dog, Penny.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
More than 160 years
offering financial advice
