I joined UBS as a Financial Advisor following 9 years as a Vice President - Investments at Smith Barney. I graduated from Fairfield University with a degree in Economics and obtained my MBA in Finance at the University of CT. I have been registered with Series 7, 61 and 63 securities licenses as well as insurance licensed for life, health insurance and varibale annuities. I enjoy the outdoors and many sports including biking, kayaking and fishing. I also am active in sustainable (Green) initiatives. I live in Easton, CT with my wife Jody and my children, Lindsay, Madeline and James.

• Served as past Treasurer of the Exchange Club of Easton
• Passed all requirements to be awarded a CFP designation
• Recently passed all the requirements at UBS to be awarded the additional title of Wealth Advisor

• MBA in Finance from The University of Connecticut
• Economics Degree from Fairfield University
• Graduate of Fairfield College Preparatory School

• Series 31, Managed Futures Representative
• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health Insurance and Variable Annuities Licensed: CT, FL, MA, NJ, NY

AZ, CA, CT, FL, GA, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, WA