Previously Managing Director, Complex Director at UBS Financial Services, Inc.

My role as Managing Complex Director of South Florida Private Wealth Management at UBS Financial Services provides me with the unique opportunity to oversee 29 exceptional teams and over 120 staff. While helping them provide ultra-high net worth clientele with access to the insights and capabilities of a global leader in wealth management.

Over 30 years of financial services experience, my career has been defined by my ability to take on a challenge and turn it into an opportunity. This has led to my moving to South Florida to lead 29 businesses across the state. I am proud to oversee a team who has been advising visionaries for generations. What we have in common is a mindset of greatness and an unrivaled drive to deliver excellence. Like you, we are always striving to make our business better and deliver great success.