Experience

My specialty is in fixed income. I have been in the industry since 1983. Prior to joining UBS in 2010, I've spent most of my career with Lebenthal & Co. and with Morgan Stanley Smith Barney.

I earned a B.S. in Economics as well as an M.B.A. in Finance from SUNY Albany. I am a graduate from the Securities Industry Institute at the Wharton School of the University of Pennsylvania.

I enjoy spending time with my two boys Dylan and Brad, ages 17 and 14. We live in Montebello, NY. I enjoy spending my free time hiking, exercising, reading, and traveling.

I joined UBS Financial Services in 2011, after fifteen years with Morgan Stanley Smith Barney. I serve as Vice President – Investments at UBS. Recently, I attained the Certified Financial Planner designation (CFP®), per Certified Financial Planner Board of Standards Inc. Additionally, I hold the FINRA Series 7, 31, 63, 65 securities licenses, as well as health, life , variable annuity, and variable life insurance licenses. I earned my bachelor's degree in Economics from the Ramapo College of New Jersey. My wife and I are currently raising our three daughters in Warwick, NY.