Wally has a richly diverse professional background that includes 15 years in the publishing industry with Time Warner. Before joining the financial industry, he was also a small business owner, artist, and lobsterman. He joined Smith Barney in 1999 as a Financial Advisor. In 2012, he joined UBS, where he offers financial planning and portfolio management services to his clients, who consist of multigenerational families, successful business executives and retired executives. His keen analytical skills and talent for listening and connecting with people have all contributed to Wally’s success as a Wealth Manager.

Wally dedicated himself to altering the stigma associated with brain injuries and works with other individuals who share his interest. He is the former Chairman of the Board at the Brain Injury Alliance of New Jersey.

Wally attended Hartwick College in Oneonta, New York, where he earned a bachelor’s degree in art in 1977. Wally is married, has two daughters and a son, and is devoted to his family, who enjoy a healthy lifestyle that involves regular exercise, sports and adventure on family vacations.