Knowledge, experience, leadership And the confidence to pursue your goals
I joined UBS in 2011 after over 8 years with Manning & Napier Advisors in Rochester, NY. My career with UBS dovetails well with the experience I had working at Merrill Lynch beginning in 1980 with postings in equity marketing, international marketing, and Merrill Lynch Asset Management. Currently working with both a retirement team and an investment team at UBS allows me the flexibility to tend to client's needs whether it is individual or corporate.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President |
Rochester, NY |
March 2011 - Present |
Manning & Napier Advisors, Inc. |
Vice President |
Rochester, NY |
July 2002 - March 2011 |
Hayes Fischer Capital Mgt. |
Vice President |
Rochester, NY |
July 1998 - June 2002 |
Merrill Lynch Asset Management |
Assistant Vice President |
Princeton, NJ |
June 1996 - July 1998 |
Education
- Wheaton College, Norton, MA; BA in Economics and History
Licenses
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Licenses for Life, Accident and Health and Variable Life/Variable Annuities
Personal & Community
- Rochester Womens Giving Circle-current Circle member and former member of the Grantmaking Committee
- Chatterbox Club-current member and member of the Finance Committee
- Jewish Community Center of Rochester Investment Committee-current member
- Planned Parenthood Retirement and Investment Committee-current member
Registered States:
AZ, CO, DC, FL, IN, MA, MI, NH, NJ, NY, SC, TX, VA, WA