Phil joined UBS in December 2001. He is responsible for the firm’s financial planning offering, insurance and annuities platform, third party trust solutions platform, IRA, 529 and Donor Advised Funds platforms. Phil’s team of product managers, sales specialists and wealth planners support financial advisors in delivering comprehensive planning services and advice-based solutions to help clients build, protect and transfer wealth.

Before joining UBS, Phil worked for Salomon Smith Barney, a unit of Citigroup’s Global Corporate and Investment Bank, where he held home office positions supporting financial consultants and institutional money managers. Phil began his career as a financial advisor with Morgan Stanley Dean Witter in New York.
Phil has a Bachelor of Science degree in Business Administration with an emphasis in finance from the College of New Jersey. He holds several FINRA securities licenses. Phil serves as the Board Chair of the Insured Retirement Institute (IRI).

Phil resides in Hoboken, New Jersey, with his wife and two children.