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

Chris began his career with Merrill Lynch Pierce Fenner & Smith in September 1989 upon graduating from Fordham University in New York. After working with a wide variety of clients during his first years in the industry, Chris realized how much he enjoyed helping individual families and small business owners manage their investment portfolios with a keen eye towards risk adjusted returns. In May of 1993, Chris, along with a team of investment professionals, brought their successful practice to Paine Webber to expand upon and enhance their fiduciary fee-based wealth management program.  In November 2000, Paine Webber merged with UBS AG giving Chris and his team access to a truly global firm.  Chris takes tremendous pride in the fact that many of his client relationships span multiple generation, the true measure of successful wealth protection and wealth enhancement.

 

Chris resides in West Caldwell, NJ with his wife and two daughters. Outside the office, Chris enjoys skiing at Mountain Creek Ski Resort, playing golf, and trying to stay injury free in his 40 & older soccer league.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

New York, NY

May 1993 - Present

Merrill Lynch

Wealth Management Strategist

New York, NY

September 1989 - May 1993

Accomplishments

  • Certified Portfolio Manager

Education

  • Fordham University, Bachelor of Arts (B.A.), Business/Managerial Economics

Registered States:

AZ, CA, CO, CT, DC, FL, GA, IA, MA, MD, MI, NC, NJ, NY, PA, SC, VA, WY