Going the extra mile has been the hallmark of Neil’s career. For more than 22 years, Neil has been delivering sound, objective guidance across a range of disciplines – including retirement planning, portfolio management, wealth management and wealth transfer.
A lifelong learner, Neil earned his bachelor’s degree in finance from Duquesne University. His extensive experience includes serving as vice president and a team partner at UBS Financial Services, managing $250 million in assets. Before joining Confluence, he was a wealth management advisor at TIAA-CREF Individual Advisory Services, delivering complex financial plans for high-net-worth individuals.
Neil believes that building true, lasting connections with his clients is just as important as delivering strong financial strategies. He takes pride in understanding what matters most to each individual and helping them navigate life’s financial complexities with clarity and confidence.
Outside of work, Neil is a dedicated family man who treasures quality experiences with his wife and children. An avid golfer and fisherman, he also enjoys traveling, working out and watching his kids compete at youth sports. Originally from Donora, Neil now lives in Charleroi with his wife, Marijo, and their children, Marco and Remi.