Over the past 27 years I have helped clients manage their wealth throughout good times and bad including some of the most tumultuous financial markets in our history. I joined UBS in 2008 after 9 years at Smith Barney and prior tenure of 10 years at Merrill Lynch. I received my Bachelor Degrees in Finance and Marketing from Fordham University in 1983. My wife and I live with our two sons in Manhasset Hills, NY. I enjoy spending time with my family and dedicating time to coaching and being involved in my sons' sports teams.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA

I began my finance career in 1994 and over the last 23 years, I have helped my clients navigate through some of the most tumultuous financial markets in our recent history. I joined UBS in November 2008 after spending 10 years at Smith Barney and 4 years with Merrill Lynch before that. I received my Bachelor Degree in history from Union College in Schenectady, NY. While there I also minored in Sociology and Spanish. My wife and I live with our three beautiful children in Port Washington, NY. We enjoy spending time at the beach and being involved in our children's activities.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA

I joined the BACH Group during the upheavals of 2008. The disruptions in financial markets focused my desire to help people better understand and navigate today's complicated investment environment. As a Certified Financial Planner®, I especially enjoy helping clients craft a plan that will help them realize their financial and life goals. I emphasize the importance of financial planning and use the plan and our disucssions as the basis for our recommendations. I received my bacherlor's degree in Economics from St. John's University and I currently live with my wife in Long Beach, NY.

Registered States:
CA, CT, FL, NC, NJ, NY, PA, SC, TX

I began my finance career in 1994 working on Wall Street trading NASDAQ stocks and joined the BACH Group in 2007. I take pride in being able to give our clients the best possible service, whether business related or personal and I will help you navigate through all of the clerical details of your finances. I received my bachelor's degree from Stonybrook University. I enjoy being able to help people solve their daily problems and spending time with my family.

Registered States:
CO, CT, DE, FL, GA, MA, NC, NJ, NY, SC, VA