Company: UBS Financial Services, Inc.
Position: Wealth Strategy Associate
Matthew joined UBS in 2011 after working at a boutique investment bank for a year. He works first hand cultivating new and old client relationships to help them achieve their financial goals. While working with clients he is able to deliver custom tailored advice, including retirement, education, estate, insurance and portfolio management. Matthew spearheads business development and marketing for the group. He graduated from the Rockefeller College of Public Affairs and Policy at the State University of New York at Albany. Matthew currently resides on the Upper West Side in Manhattan with his girlfriend and 2 cats.
Advisor, Financial Planner, Broker Investments, Retirement, Planning, Inheritance, Trusts, Estates, Business Owner, Long-Term Planning, Stocks, Bonds, Income, IRA, 401k, Money
Business Catergory: Finance Insurance & Real Estate
Good Lead: A good lead for my team and I is anyone going through a change or simply looking for a second opinion on their financial plan or assets.