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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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
$6 trn
UBS Group invested assets
As of 12/31/2024
More than 160 years
offering financial advice
