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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Senior Vice President–Wealth Management
Financial Advisor
Tom is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients. Tom understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are delivered to help you pursue your goals. That's why he offers a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations.
Based in New York City with more than 35 years of industry experience, Tom focuses on serving the needs of high net worth individuals and families, as well as professionals and businesses around the U.S. He provides a breadth of wealth management services, including strategic retirement and investment planning, asset allocation and financial planning. He was awarded the Certified Financial Planner® designation in 1999.
Prior to joining UBS, he was a Senior Vice President at Smith Barney and worked at Citigroup for 24 years. He graduated from North Dakota State University with B.S in Business Economics and also earned an M.B.A. in banking and finance from Adelphi University, Garden City, NY. Outside of work, Tom enjoys golfing and travel. He and his wife have two daughters, two grandchildren, and reside in Bayport, NY.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Tom is one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients. Tom understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are delivered to help you pursue your goals. That's why he offers a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations.
Based in New York City with more than 35 years of industry experience, Tom focuses on serving the needs of high net worth individuals and families, as well as professionals and businesses around the U.S. He provides a breadth of wealth management services, including strategic retirement and investment planning, asset allocation and financial planning. He was awarded the Certified Financial Planner® designation in 1999.
Prior to joining UBS, he was a Senior Vice President at Smith Barney and worked at Citigroup for 24 years. He graduated from North Dakota State University with B.S in Business Economics and also earned an M.B.A. in banking and finance from Adelphi University, Garden City, NY. Outside of work, Tom enjoys golfing and travel. He and his wife have two daughters, two grandchildren, and reside in Bayport, NY.
Education
Credentials
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
