Andy is Director and Branch Manager of the UBS New Haven, CT branch. Andy has been with UBS since 2005, and in the Wealth Management Industry for over 25 years, during which time he has served as a Financial Advisor, Branch Sales Manager, and Assistant Complex Director. Andy is a dedicated leader, focused on helping a team of financial professionals create and deliver unique solutions for clients, their families, companies, endowments, and foundations.
Andy is passionate about supporting causes and initiatives focused on children and education. He is on the Board of Directors of New Haven Reads - an organization dedicated to increasing the literacy skills of children, and also continues to volunteer every week as a tutor. Andy's community leadership also includes the Professional Advisory Council of the Community Foundation of Greater New Haven, and the New Haven Promise Advisory Council. Andy values his work as a mentor in the UBS/ACP Veterans Mentoring Program - assisting veterans transitioning from military careers to the private sector workforce. Andy's mentor work also includes UBS Global Wealth Management Mentoring Program, and the UBS/Strive for College program. Additionally, Andy is a member of the Yale University Art Gallery, The World Affairs Council of CT, and the Hamden Chess Club.
Originally from New York City, Andy earned his BS in Business from The State University of New York, and resides in CT with his wife Helen, and their 3 children, Erin, Ryan and Drew.
CT, FL, MA, NJ, NY, RI, UT
Charlie began his career in the financial services industry in 1989 working with John Hancock Financial Services. In addition to his current role as Administrative Manager of the New Haven branch, he has held various positions at financial institutions including Supervisory Principal and Operations Manager. Charlie joined UBS in 2006 as Administrative Manager in the
CT, FL, NJ, NY, OR
Julie began her financial services career in 1999, working as a a Client Service Associate at Paine Webber in Hartford, CT. After a brief hiatus from the industry, she joined the New Haven office in 2014 as the Branch Office Administrator. In addition to providing support for the branch and administrative managers, she is responsible for various client services, as well as administrative and operational aspects of the branch. She is the Branch Technology Liaison, managing the branch technology infrastructure. Julie graduated from The Pennsylvania State University with a B.S. in Health Policy and Administration. She also holds a MHA from The George Washington University and earned her Law Degree from The University of Connecticut School of Law. Julie lives in Wallingford with her twin sons.