DIRECTOR, PRIVATE CLIENT GROUP – BLUE SQUARE WEALTH
In addition to his role working with High Net Worth individuals, Francesco is responsible for developing the company's dynamic financial planning platform as well as delivering it to Blue Square clients.
Prior to joining Blue Square, Francesco was a Financial Advisor for the JB Wealth Management Group at UBS. In his prior role as a Wealth Planning Analyst at UBS, he worked closely with many of the firm's top clients to help them reach their financial goals through comprehensive financial planning. Francesco joined UBS after spending five years in Structured Finance at BNY Mellon. Francesco earned a B.S. in Finance from the Kelley School of Business at Indiana University. In addition, he holds the Series 7 and 66 securities licenses as well as the Accredited Wealth Management Advisor (AWMA®) designation.
Francesco and his wife, Lauren, reside in Manhattan. He has a strong passion for cars and sports. In his spare time, he enjoys playing soccer and golf, skiing and spending time with his family and friends.