An understanding of client concerns and expectations, and his ability to find innovative solutions to complex situations are the hallmarks of George’s approach to wealth management. He focuses on delivering solutions from the top down for high net worth individuals, families and business professionals, helping them to articulate their needs and clarify their investment goals. These insights form the comprehensive financial plans he and his team design for the group’s select number of clients.

The experience to guide you forward
A true mentor and collaborator, George serves as a voice to his peer Advisors as he was elected to serve on the UBS FA Advisory Council (FAAC) with 13 other Advisors across the United States, Together, they address topics that will continue to shape wealth management at UBS. Collectively, they work to strengthen the relationship between field and home office, and are committed to the firm’s long-term strategic vision of becoming the most client-focused and advisor-centric wealth management firm in the Americas. In 2015, George was appointed to co-chair this council.

George entered the financial services industry with Kidder Peabody in 1983. He has stayed with the firm for over three decades during its transition to Paine Webber in 1994 and then to UBS in 2002.

Professional achievements and education

• Member, UBS President’s Council, 2015 – 2017, distinguishing him as one of the firm’s leading Financial Advisors.
• B.A., business administration, Saint Michael’s College, VT

Outside of UBS
George is a native of Longmeadow, MA, where he currently resides with wife; together, they have three adult children. George serves on the Board of Directors of Bay Path University and The Phoenix Charter Academy and was a co-founder of LEEF (Longmeadow Educational Excellence Foundation). In his free time, he enjoys spending time in Vermont with his family.

• President's Council Member, UBS Financial Services Inc.

• Bachelor of Arts, Saint Michael's College, 1979

• Series 63, Uniform Securities State Agent
• Series 7, General Securities Representative
• Series 65, Investment Advisor Representative
• Series 8, General Securities Sales Supervisor

• Board of Directors of Baypath College

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