New York, New York, United States
As a member of Flatiron Partners with UBS Private Wealth Management, I work at the challenging, rewarding nexus of the personal and the financial, combining my curiosity for markets and investments with a genuine interest in people. With over 100 years of combined experience, our team, services the financial needs of some of the world’s wealthiest families, including business founders, established entrepreneurs, leaders at top law firms, investment banks, Fortune 500 companies and more. For my part, clients value my attention to detail, transparency, and personal touch. As their daily contact, in some cases, for over a decade, I've become finely attuned to the emotional and psychological factors that affect financial decision-making. To me, the key to a successful, long-lasting client relationship is evolution. Markets evolve. Clients evolve. Therefore WE must evolve. Our clients must feel our dedication, our concern, and our opinion at every step, and that generally begins with me, which I consider a great responsibility and privilege. If all this sounds appealing to you, let’s have a conversation about your goals. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**