Brad brings over 25 years of financial advisory and investment experience to his clients, helping them pursue their financial goals through a deep understanding of the capital markets. During that time he has attained the position of Senior Vice President - Wealth Management, and has earned the designation of Senior Portfolio Manager at UBS.

Brad has built a successful business by developing long-term relationships with clients, based upon a foundation of trust, integrity and quality service.

• UBS Financial Services, Inc., Senior Portfolio Manager

• B.A. Psychology, University of Maryland, 1991

• Long Term Care, Life, Health Insurance and Variable Annuities Licensed: CT, FL, NJ, NY, VA
• Series 3, 6, 7, 63, 65

• NY Cares, UBS Chapter, Volunteer & Donor since 2007
• Make-A-Wish Foundation, Volunteer & Donor since 1996

CA, CT, DC, FL, GA, IA, KS, MA, MD, MI, NC, NJ, NY, PA, TX, UT, VA, WY