Since graduating American University in 1978 with a BS/BA, I have seen five decades of change in the markets. During the 1980's and 1990's, I focused on the institutional side of the business, polishing my craft in multiple disciplines such as equity and fixed income trading, institutional and retail sales, and private equity. I began working with private clients and small business owners in 2001 at Morgan Stanley as a Vice President, Investments. In 2004, I moved to UBS and have been successfully helping clients develop comprehensive wealth strategies.
As one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor, I am uniquely qualified to provide highly personalized wealth management services to my clients. Wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. Ours is a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. We help deliver our client's goals through the use of investments, insurance, qualified plans, credit, estate planning and more. Working with clients to achieve their life's goals is our team’s passion.
I live in Roslyn with my wife, Susan, and two rescue dogs. Our two sons, Josh and Adam, reside in Manhattan. I'm an active volunteer with many charities including SIBSPLACE® at South Nassau Community Hospital and sit on the boards of the National Multiple Sclerosis Society and JDRF Long Island Chapters.
Registered States:
AL, AZ, CA, CO, CT, DE, FL, GA, KY, MA, MD, ME, NC, NJ, NV, NY, OH, OR, PA, TX