John is a Financial Advisor and Corporate Stock Benefit Consultant in the UBS Headquarters Office in NYC. His area of specialty is Corporate Executive Services including Equity Compensation. John travels extensively as a member of the UBS Equity Plan Advisory Network advising Senior Executives with their Wealth Management and Equity Compensation. He is a Chartered Retirement Planning Counselor accredited by the College for Financial Planning.

Prior to joining UBS in 2008, John was an associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management subsidiary of Signature Bank. He is a graduate of Hobart College and the Delbarton School. John lives in Northern New Jersey with his wife and two sons.

• CRPC®

• Bachelor of Arts Hobart College
• Class of 1998
• College for Financial Planning
• June 2017

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