Knowledge, experience, leadership And the confidence to pursue your goals

I began my career in 1981 working as a financial advisor and over the last 30 years I have been helping clients manage their wealth and plan for retirement. I joined UBS in 1993 after 7 years at Shearson Lehman Brothers and prior tenures at Jennison Associates and Atalanta Sosnoff.  I focus my business around providing the best client experience possible.  I take the time to get to know each client and their family so that together we are able to form a plan that fits their individual needs and goals.

With my clients, I emphasize a total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold series 7 and 63 securities licenses as well as licenses for life, accident and health insurance, and annuities.

My bachelor's degree in Business Management with a minor in Economics and Finance is from the University of Tampa. My wife and I live with our two children in Scotch Plains, NJ, where I enjoy bicycling and playing golf.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investments, Portfolio Manager, Portfolio Manager Program

Westfield

April 1993 - Present

Registered States:

AZ, CA, CT, DC, FL, KY, MA, MI, MO, NJ, NV, NY, PA, SC, TX, VA