Phil joined UBS in December 2001. He currently serves as Head of Insured Solutions, responsible for the firm’s insurance and annuities platform. Prior to his current role, Phil was Head of Product & Platform Management for Wealth Planning, responsible for business analysis and project management functions across financial planning, retirement, insurance & annuities, and personal trust businesses.

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. He is a board director of the Insured Retirement Institute. Phil resides in Hoboken, New Jersey, with his wife and son.