Experience

Mike started in the Wealth Management industry in 1996 and joined UBS in 2006.  He has been a Financial Advisor, a trainer of new Financial Advisors, Sales Manager, and assumed the role of Branch Manager for the Syracuse and Watertown branch offices in 2015. 

Striving to create a culture of collaboration and excellence, the part of his job Mike enjoys the most is working with his Financial Advisors to improve the lives of clients and helping them create legacies that matter.

When not having his wealth management hat on, Mike is an American History enthusiast, avid reader, runner and struggling golfer.

In addition to holding the Certified Financial Planner (CFP®) designation, Mike earned his Bachelor of Science in Accounting from St. John Fisher, and his MBA from Medaille College. 

Ina Goldschmidt is the Supervisory Officer at UBS Financial Services, Inc. for the Central New England Market. In her role, she reviews and approves various compliance items for the market. Ina joined UBS in 2007 as a Client Service Associate before taking on the role of Branch Office Administrator, Control Analyst and now Supervisory Officer. Ina graduated Magna Cum Laude from Southern Connecticut State University with her B.A. in Business Management. She maintains Series 7, 9, 10 and 66 security licenses as well as her Health and Life Insurance License. Ina is a German native and resides in Oxford, CT with her husband Mike.