I started in the financial services industry in 1999 and have successfully managed money for wealthy families through some of the most challenging market environments in recent history. As a CERTIFIED FINANCIAL PLANNER™, a Senior Portfolio Manager and serving as the co-head for the team's investment strategies, I am primarily responsible for the day-to-day management of the investment portfolios. I also assist our clients with their lending needs as well as their insurance needs. Utilizing our financial planning process, we can help guide our clients through all stages of their lives from investing for their financial goals to helping them sell their businesses. Prior to joining UBS in 2015, I was a Portfolio Manager and Financial Advisor at Morgan Stanley for over 5 years. I have also worked for Chase Investment Services Corp. and AXA Advisors, LLC. I earned my Bachelor of Science with degrees in Finance, Marketing, and Management Information Systems from the University at Buffalo. I am fluent in Cantonese and Mandarin.
I enjoy spending time with my wife, Michelle, my 3 wonderful daughters, which includes a set of identical twins, and my newborn son. My favorite hobbies include fishing, golfing, enjoying the great outdoors and volunteering with my family and friends.
In my spare time, I am on the Melville and Jericho Chambers of Commerce, the Estate Planning Council of Suffolk County, and the XPX Long Island Chapter that helps business owners on their exit planning strategies.
I am involved with many charities in New York that I feel passionate about. I serve on the Board of Directors for Child Abuse and Bullying Prevention center which is dedicated to the prevention of bullying, cyber-bullying, child abuse and neglect of children and youth in New York's Nassau and Suffolk County schools. I also serve on the Board of Directors for the YMCA of Huntington. I am also on the Board of Directors of the Huntington Rotary Club and a member of the PinkTie.org, the Maurer Foundation that saves lives through breast health education, Sunrise Association that provides day camps for children with cancer and their siblings, American Corporate Partners that provides one-on-one mentoring for veterans to help them transition to their next careers and the Riverkeeper.org, which protects the environmental, recreational and commercial integrity of the Hudson River and its tributaries as well as safeguarding the drinking water for New York City and Hudson Valley residents.
I hold the Series 7, Series 66 and the Life, Health and Variable Annuities Licenses.
Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, VA, WI