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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License #1599594.
As a Financial Advisor who has obtained the UBS Wealth Advisor designation, I provide personalized wealth management services to my clients.
To help manage your wealth, I call upon the advisory and investment brokerage
capabilities of UBS--one of the world's largest wealth management firms.
I began my career with Merrill Lynch in Chicago shortly after completing
graduate school. For the next 10 years I provided investment and wealth
management advice to corporate executives, small business owners and
medical practitioners. I then returned to my hometown of Rochester, NY to
become a Principal with a regional investment firm. When our firm was later
sold to KeyBank/McDonald Investments, I continued to be the Branch Manager
of the investment division as well as the Private Bank.
Since leaving management and resuming my work advising affluent families
and professionals, I have also focused on working with larger institutional
clients, such as Foundations and Endowments. I enjoy being able to apply the
sophisticated solutions that I use as an Institutional Consultant to my individual
clients. I spend a great deal of time researching the changing dynamics of the
investment world. I have achieved the designation of Certified Investment
Management Analyst.
With my clients, I emphasize total portfolio management; I also help them
with education funding, structures for charitable giving and estate planning strategies. I
am registered and hold Series 7 and 63 securities licenses as well as
licenses for life, accident and health insurance and variable annuities.
My bachelor’s degree in economics is from Princeton University and my
M.B.A. is from the University of Chicago. My wife and I live with our three
children in Pittsford, NY. In the fall, I am a volunteer coach for the Pittsford
High School football team.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License #1599594.
As a Financial Advisor who has obtained the UBS Wealth Advisor designation, I provide personalized wealth management services to my clients.
To help manage your wealth, I call upon the advisory and investment brokerage
capabilities of UBS--one of the world's largest wealth management firms.
I began my career with Merrill Lynch in Chicago shortly after completing
graduate school. For the next 10 years I provided investment and wealth
management advice to corporate executives, small business owners and
medical practitioners. I then returned to my hometown of Rochester, NY to
become a Principal with a regional investment firm. When our firm was later
sold to KeyBank/McDonald Investments, I continued to be the Branch Manager
of the investment division as well as the Private Bank.
Since leaving management and resuming my work advising affluent families
and professionals, I have also focused on working with larger institutional
clients, such as Foundations and Endowments. I enjoy being able to apply the
sophisticated solutions that I use as an Institutional Consultant to my individual
clients. I spend a great deal of time researching the changing dynamics of the
investment world. I have achieved the designation of Certified Investment
Management Analyst.
With my clients, I emphasize total portfolio management; I also help them
with education funding, structures for charitable giving and estate planning strategies. I
am registered and hold Series 7 and 63 securities licenses as well as
licenses for life, accident and health insurance and variable annuities.
My bachelor’s degree in economics is from Princeton University and my
M.B.A. is from the University of Chicago. My wife and I live with our three
children in Pittsford, NY. In the fall, I am a volunteer coach for the Pittsford
High School football team.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$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
