Experience That inspires confidence

Justin joined UBS in 2005 after receiving his BS in Finance and Accounting from Northeastern University. He focuses on the challenges associated with concentrated holdings and specializes in the development of customized equity sales strategies for founders, executives and directors of publicly traded companies. Justin also helps his clients work through goal-based financial planning and the implementation of estate and legacy strategies. His experience helping families successfully solve for these complex issues has resulted in both firm and industry-wide recognition as he was honored to be named a UBS Top 35 Under 35 Advisor in 2016 and 2017 and has been named a Forbes America's Top Next-Generation Wealth Advisor in 2017 and 2018.

In his free time, Justin enjoys spending time outdoors fishing and snowboarding. He is also an avid cyclist and is a multi-year supporter of and participant in the Pan Mass Challenge. He currently resides in Winchester, MA with his wife and two young children.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Boston

September 2005 - Present

Registered States:

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WY