John serves as a senior client service associate in one of our New York City offices, supporting the local team of advisors by helping to manage client relationships and completing day-to-day tasks.
Prior to joining the team, John held various roles at UBS, most recently working as a client onboarding associate within their global wealth management operations sector.
John is originally from New Jersey, where he still resides near the beach in Monmouth County. Outside of work, he enjoys playing piano and flying single-engine light aircrafts while also pursuing a private pilot’s license.
Previous Experience
- Client Onboarding Associate at UBS Global Wealth Management Operations
- Wealth Strategy Client Service Associate at UBS Private Wealth Management
- Business Risk Team Lead at UBS Business AML Middle Office
- International Client Onboarding Analyst at UBS Business AML Middle Office
- Client Services at UBS Business AML Middle Office
Education & Credentials
- BS, West Chester University of Pennsylvania, Finance, International Business
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
