CA Insurance License #1599594.As a Financial Advisor who has obtained the UBS Wealth Advisor designation, I provide personalized wealth management services to my clients.To help manage your wealth, I call upon the advisory and investment brokeragecapabilities of UBS--one of the world's largest wealth management firms.I began my career with Merrill Lynch in Chicago shortly after completinggraduate school. For the next 10 years I provided investment and wealthmanagement advice to corporate executives, small business owners andmedical practitioners. I then returned to my hometown of Rochester, NY tobecome a Principal with a regional investment firm. When our firm was latersold to KeyBank/McDonald Investments, I continued to be the Branch Managerof the investment division as well as the Private Bank.Since leaving management and resuming my work advising affluent familiesand professionals, I have also focused on working with larger institutionalclients, such as Foundations and Endowments. I enjoy being able to apply thesophisticated solutions that I use as an Institutional Consultant to my individualclients. I spend a great deal of time researching the changing dynamics of theinvestment world. I have achieved the designation of Certified InvestmentManagement Analyst.With my clients, I emphasize total portfolio management; I also help themwith education funding, structures for charitable giving and estate planning strategies. Iam registered and hold Series 7 and 63 securities licenses as well aslicenses for life, accident and health insurance and variable annuities.My bachelor's degree in economics is from Princeton University and myM.B.A. is from the University of Chicago. My wife and I live with our threechildren in Pittsford, NY. In the fall, I am a volunteer coach for the PittsfordHigh School football team.