Phil is a Managing Director and Head of Wealth Planning & Insured Solutions. His team of product managers, sales specialists and wealth planners support financial advisors in delivering comprehensive planning and advice-based solutions to help clients build, protect and transfer wealth.

In his current role, Phil has broad responsibility for financial planning (platforms and specialist teams), individual retirement, insurance and annuities, third party trust solutions, 529 college savings programs, and the donor advised funds platform.

Phil has been with UBS for over 20 years and has held roles of increasing responsibility covering capital markets, banking and wealth planning businesses. Prior to managing business lines, he led teams interfacing with IT and digital solutions areas to build advisor and client facing tools that deepen client relationships and help grow the business.

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 and state insurance licenses. Phil has served on the board of the Insured Retirement Institute (IRI) since 2017 and is the current board chair.

Phil resides in Hoboken, New Jersey, with his wife and two children.