Knowledge Powered by experience
Since joining the Financial Services industry in 1984, I have focused my practice on assisting individuals, couples, and families meet their financial goals through a process of planning and responsible asset allocation. Many client relationships have lasted decades and span multi-generations. After 28 years at Morgan Stanley in both advisory and management roles, my move to UBS has allowed me to strengthen my skills, broaden the solutions offered clients, and help clients meet all their financial goals.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Wealth Advisor, First Vice President |
Wellesley, MA |
January 2012 - Present |
Morgan Stanley |
Wealth Advisor, First Vice President |
Westborough, MA |
January 2010 - January 2012 |
Morgan Stanley Investment Management |
Financial Advisor, First Vice President |
Westborough, MA |
January 2008 - January 2010 |
Morgan Stanley Investment Management |
Branch Manager, Financial Advisor, First Vice President |
Westborough, MA |
June 1999 - January 2008 |
Dean Witter |
Account Executive, Vice President |
Burlington,MA/Wellesley,MA |
March 1988 - June 1999 |
Dean Witter |
Account Executive |
Houston,TX |
May 1984 - March 1988 |
Accomplishments
- CIMA- Certified Investment Management Analyst (conferred by Investment Management Consultants Association)
Education
- Needham High School
- University of Vermont - BA
- Florida International University - MS
Licenses
- Series 03 - Commodities
- Series 07 - General Securities
- Series 08 - Branch Manager
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisor
Personal & Community
- Classics for Kids Foundation - Board Member classicsforkids.org
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI