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.

ennsylvania, 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, WA