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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| RI | RA | APPROVED | 2024-06-03 |
| NJ | RA | APPROVED | 2023-06-06 |
| NY | RA | APPROVED | 2023-06-06 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
Milton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Bernstein | Boston | MA | 08/2012 | 06/2023 |
| Ubs Financial Services Inc. | Boston | MA | 06/2023 | Present |
Gilbane Building Company - Not investment related - Chair of Family Council - Gilbane Family Council, Liaise between company and family members Name of Business: Gilbane Inc../ Address: 7 Jackson Walkway Providence Rhode Island United States 02903./Investment Related: No./ Nature: Commercial Construction./ Role: Advisor or advisory group member if advice given may influence an officer/board./ Duty: Member of the family council, the governance structure for the family owners./ Start Date: 1/1/2018./ Time Required: Yes. The Lee Company , CT United States , Engineering (Aerospace, Machinery & Equipment, PrecisionEngineering etc.) , The Lee Company is a family owned business that is the leading innovator of miniature precision fluid control , Member of Board of directors , I will serve as a member of their corporate board on the governance committee to help advise on the family governance. As a family owned business it is critical that the board ensure proper governance and structure of the family owners and how the interact with the board and the operating business. ,Start date 6/4/2026 Dedham Country Day , United States,. Educational Establishment ,Education , I am serving as a volunteer parent member of the finance committee , Member of a committee representing the interests of any third party, I am serving as a volunteer parent member of the finance committee where we help the school with the annual budgeting and enrollment numbers. , Start date 9/1/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-22 |
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