Over the past 13 years at UBS I've managed our clients' assets with the belief that sound multi-generational financial planning is the foundation for thoughtful decision making. With this in mind, I've worked with our clients through all types of market conditions to ensure that their financial goals remain the primary focus. In 2011 I earned the designation of Wealth Advisor, a rigorous course of study meant to enhance the knowledge of advisors in areas such as business succession planning, estate planning strategies, and other areas of Wealth Management. I currently serve as the Chair of the Board of the United Way for Greater New Haven. I also serve as the Chair for the New Haven Region of the Alumni Interviewing Program for the University of Pennsylvania, where I earned my Bachelor of Arts in Economics in 1997.

Registered States:
AR, AZ, CA, CO, CT, FL, IL, MA, NH, NJ, NY, OR, PA, SC, TX, VA, VT, WA

For more than 17 years I have helped our clients manage their wealth through multiple market cycles and I have experienced some of the best and worst periods in history. With a focus on risk management, I utilize tactical asset allocation models to align our clients' investments with their personalized financial plan. Having the capabilities and resources of one of the world's largest wealth managers, I implement outside of the box solutions for our clients' complicated situations. I earned my Bachelor of Science from Providence College in 1996, and I have remained very active in the Friar Alumni community. I currently serve on the Business Advisory Council of the Providence College School of Business. I believe in my local community and am a proud Board Member of New Haven Reads.

Registered States:
AR, AZ, CA, CO, CT, FL, IL, MA, NH, NJ, NY, OR, PA, SC, TX, VA, VT, WA