As a Senior Wealth Strategy Associate at Sageview Partners, UBS Private Wealth Management Tampa Branch, I help clients manage their portfolios to help them reach their financial goals. I provide financial planning and investment advice to institutional investors as well as private clients. Having over seven years of industry experience, most recently I worked at UBS Asset Management as a Regional Investment Consultant based in NYC and prior as a software engineer at UBS alternative investments division, O'Connor, in Chicago. I have recently achieved the Chartered Financial Analyst (CFA®) designation and am a member of the CFA Society Tampa Bay. I have been an active member of the Habitat for Humanity, New York Common Pantry and Project Hospitality. Neither UBS Financial Services Inc. nor any of its employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances.As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, please review the PDF document at ubs.com /relationshipsummary. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**