Managing Director–Wealth Management
Tim joined UBS in 1999 and has more than 30 years of experience in the financial services industry.
Tim primarily works with high net worth families, executives of publicly traded companies and private business owners. His focus is to provide wealth planning strategies which integrate strategic and tactical asset allocation, risk management and estate planning while emphasizing tax efficiency. He is a graduate of Rider University, with a B.S. in accounting.
Tim served on the Board of Directors of the United Way of Monmouth County for over five years and is involved in other local charities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Managing Director–Wealth Management
Tim joined UBS in 1999 and has more than 30 years of experience in the financial services industry.
Tim primarily works with high net worth families, executives of publicly traded companies and private business owners. His focus is to provide wealth planning strategies which integrate strategic and tactical asset allocation, risk management and estate planning while emphasizing tax efficiency. He is a graduate of Rider University, with a B.S. in accounting.
Tim served on the Board of Directors of the United Way of Monmouth County for over five years and is involved in other local charities.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Senior Client Associate
Brenda has more than 30 years of experience in the financial services industry. Her focus is to maintain a high level of client service and provide administrative support to the team.
Brenda graduated from Southern Connecticut State University with a B.S. in economics. Brenda holds her Series 6,7,9,10 and 63 licenses as well as her Life & Health insurance licenses.
Education
Senior Client Associate
Brenda has more than 30 years of experience in the financial services industry. Her focus is to maintain a high level of client service and provide administrative support to the team.
Brenda graduated from Southern Connecticut State University with a B.S. in economics. Brenda holds her Series 6,7,9,10 and 63 licenses as well as her Life & Health insurance licenses.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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