Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Managing Director - Wealth Management |
200 Park Avenue |
March 1995 - Present |
First Boston Corp |
Vice President |
New York City |
November 1989 - March 1995 |
Bear Stearns |
Vice President |
New York City |
October 1987 - November 1989 |
Salomon Brothers |
Vice President |
New York City |
March 1985 - October 1987 |
Lebenthal & Co |
Vice President |
New York City |
September 1980 - March 1985 |
Accomplishments
- Recognized by Forbes Best-In-State Wealth Advisors for 2018 and 2019
- Recognized by Barron's Magazine Top 1,200 Advisors for 2014, 2015, 2016, 2017, 2018, and 2019
- Recognized by Barron's Magazine Top 1,000 Advisors for 2009, 2010, 2011, 2012, and 2013
- Recognized by Registered Rep Magazine in their Top 100 Wire House Advisor list for 2009, 2011, 2013, 2014 and 2016
- Recognized by Financial Times Magazine Top 400 Advisors for 2013 and 2014
Education
- B.A., Trinity College, Hartford, CT
Licenses
- Life, Health Insurance and Variable Annuities Licensed: CT, NJ, NY
- Series 3, 5, 7, 15, 63, 65
Registered States:
AL, CA, CO, CT, DC, FL, GA, HI, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, PA, RI, SC, TX, VA, WA, WY