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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Managing Director–Wealth Management
Todd's experience in the financial services industry spans over three decades, beginning at Paine Webber, which later became UBS.
His business model is built around getting to know you personally. Todd wants to know about your life, your family, your interests, what you dream about and what keeps you up at night. By learning about the lifestyle you desire, his investment plan becomes a reflection of who you are.
Todd divides his time between New York City and southern Vermont. In his free time he enjoys kiteboarding, snowboarding and mountain biking with his three sons. He also cannot pass up a visit to the flea market. Todd's passion is helping people simplify their lives, and he is also a licensed health counselor with the American Association of Drugless Practitioners.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Todd's experience in the financial services industry spans over three decades, beginning at Paine Webber, which later became UBS.
His business model is built around getting to know you personally. Todd wants to know about your life, your family, your interests, what you dream about and what keeps you up at night. By learning about the lifestyle you desire, his investment plan becomes a reflection of who you are.
Todd divides his time between New York City and southern Vermont. In his free time he enjoys kiteboarding, snowboarding and mountain biking with his three sons. He also cannot pass up a visit to the flea market. Todd's passion is helping people simplify their lives, and he is also a licensed health counselor with the American Association of Drugless Practitioners.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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
Global leader
UBS is a leading and truly global wealth manager
