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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Financial Advisor
Throughout his career, Tim has guided individuals, families, and business owners through complex financial decisions with remarkable clarity and tailored strategies. Starting out as a bond trader on Wall Street, Tim later transitioned to Wealth Management—a move that allowed him to genuinely align his core values and principles with client outcomes. Tim’s deep expertise brings valuable insights, providing a truly holistic approach to financial solutions. His approach is straightforward and fiduciary first. He listens deeply to understand clients’ priorities, then crafts a tailored plan that includes investment strategies, risk management, tax optimization, and legacy and family estate planning.
Growing up as a football coach’s child, discipline and dedication were ingrained in Tim’s life from an early age, qualities that continue to shape his personal and professional journey. Tim holds a Bachelor of Science from the McIntire School of Commerce at the University of Virginia, where he also served as captain of the baseball team. Tim now resides in Franklin Lakes, NJ with their wife Andrea, and together they are proud parents to Emma, Shea, and Brennon.
Managing Director–Wealth Management
Financial Advisor
Throughout his career, Tim has guided individuals, families, and business owners through complex financial decisions with remarkable clarity and tailored strategies. Starting out as a bond trader on Wall Street, Tim later transitioned to Wealth Management—a move that allowed him to genuinely align his core values and principles with client outcomes. Tim’s deep expertise brings valuable insights, providing a truly holistic approach to financial solutions. His approach is straightforward and fiduciary first. He listens deeply to understand clients’ priorities, then crafts a tailored plan that includes investment strategies, risk management, tax optimization, and legacy and family estate planning.
Growing up as a football coach’s child, discipline and dedication were ingrained in Tim’s life from an early age, qualities that continue to shape his personal and professional journey. Tim holds a Bachelor of Science from the McIntire School of Commerce at the University of Virginia, where he also served as captain of the baseball team. Tim now resides in Franklin Lakes, NJ with their wife Andrea, and together they are proud parents to Emma, Shea, and Brennon.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
