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

P.J. is a First Vice President - Wealth Management for UBS Financial Services Inc. in Baltimore, Maryland with over 15 years of experience as an investment professional in the financial services industry. In 2012, P.J. moved his practice from Morgan Stanley to UBS Financial Services. His clients (including high net worth families, business owners, nonprofit foundations and endowment funds) benefit from his broad view of the industry.

P.J.'s passion is helping clients make smart decisions by delivering a dynamic and personalized approach to his clients as their goals evolve over time. His practice emphasizes asset allocation and financial planning with a focus on selecting and monitoring institutional money managers, mutual funds and alternative investments. P.J. approaches each client with an individualized investment process that keeps the client's goals at the forefront by developing personalized wealth planning strategies. Collaborating with other professional advisors (such as accountants or attorneys) to ensure all of a client's assets are working together, P.J.'s insightful rapport has helped him to develop many long-term client relationships.

A native of Baltimore, P.J. attended The Park School and earned his degree in finance from The University of Maryland, Robert H. Smith School of Business. P.J. holds Series 7 and 66 securities licenses, as well as licenses for life, health, and long-term care insurance and variable annuities.

In addition to his career at UBS, P.J. has been actively involved in the local community for many years serving in various roles. He serves on the Board of Governors and Board of Directors of The Associated: Jewish Community Federation of Baltimore, which awarded him with the 2012 Harry Greenstein Young Leadership Award. P.J. also currently serves as the Co-Chair of Israel and Overseas for The Associated and is a Trustee for The Beth Tfiloh Dahan Community School. Additionally, P.J. serves on the investment committees of two local endowment funds totaling almost $1 billion dollars. P.J. is also a past Board member of Sinai Hospital, the JCC of Greater Baltimore and past President of The Pearlstone Center. He lives in Pikesville with his wife Karen, their sons Zach and Jordan. In his spare time, P.J. is a avid golfer and enjoys spending his weekends with his family.

Professional Experience





UBS Financial Services Inc.

First Vice President - Wealth Management


September 2012 - Present

Morgan Stanley Smith Barney

Financial Advisor


December 2009 - September 2012


  • BS in Finance The University of Maryland, Robert H. Smith School of Business


  • State of Maryland, Life and Health Insurance Licensed

Personal & Community

  • Board of Governors The Associated: Jewish Community Federation of Baltimore
  • Board of Directors The Pearlstone Center
  • Board of Trustees Beth Tfiloh Dahan Community School
  • Investment Committee The Associated: Jewish Community Federation of Baltimore
  • Investment Committee The Park School of Baltimore

Registered States: