Phil joined UBS in December 2001. He currently serves as Head of US Wealth Planning & 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.