Angus joined UBS Financial Services in 2013 from Morgan Stanley as a Wealth Advisor. Angus and his partners deliver sophisticated wealth management strategies to Senior Corporate Executives, Entrepreneurs and Non-Profit organizations on a global basis. Angus’ responsibilities include customizing portfolio strategies, formulating financial and estate plans, consulting on endowments and foundations, concentrated stock diversification and hedging strategies as well as designing employee benefits solutions.
Angus is a member of The Investments & Wealth Institute (formerly IMCA) and the Ireland-US Council for Commerce and Industry. He is a board member of the Association For Corporate Growth (ACG-NJ), and Chairman of the ACG-NJ Morris Committee. He is actively involved in charity with The American Ireland Fund where he is on the Chairman’s committee of the New York Dinner and the AIF New Jersey Golf Classic. He also is involved with SIFMA Foundation for Investor Education where he acts as a Judge in student competitions. He is a board member of the Century For The Cure (charity bike ride), cycling 100 miles every year to raise funds and awareness for cancer research at the Rutgers Cancer Institute of New Jersey, where he is also on the Director’s Leadership Council. In 2017 Angus was selected to represent Team USA in Masters Field Hockey for the Indoor World Cup in Germany. Angus has been honored in the Irish/America Magazine as one of the Top 50 on Wall Street. Angus has also honored in the Top 100 Most Influential US-Irish Business Leaders by Business & Finance magazine.
Angus grew up in Dublin, Ireland and graduated from Trinity College Dublin in Advanced Computer Programming. He currently resides in Bedminster, NJ with his wife and two children.