Brandon Marty joins UBS as Senior Portfolio Manager in Stamford, CT
March 14 2023 - 10:49AM
Business Wire
UBS Private Wealth Management today announced that Brandon Marty
has joined the firm’s Stamford, CT office as a Senior Portfolio
Manager.
In this role, Brandon will leverage his 16 years of industry
experience to design and implement tax-efficient investment
strategies for the firm’s high net worth individuals.
”We are excited to welcome Brandon to the firm,” said Chris
Dimuria, Head of the New York Private Wealth Management Market at
UBS. “His industry experience and dedication to clients are a great
addition to our business, and we look forward to having him help us
continue to expand our client offering in this key market.”
Brandon is a Certified Financial Analyst and earned his
Bachelor’s degree from the University of Massachusetts, Amherst and
an MBA from Fordham University. Prior to joining UBS, he was a
client-facing portfolio manager for high net worth individuals at
City National Rochdale for over eight years. Before that, he held
positions at PWC and Credit Suisse.
On weekends, Brandon enjoys spending time with his wife and two
kids in Darien, CT. Brandon and his family are proud supporters of
several local charities.
Notes to Editors
About UBS UBS convenes the global ecosystem for
investing, where people and ideas are connected and opportunities
brought to life, and provides financial advice and solutions to
wealthy, institutional and corporate clients worldwide, as well as
to private clients in Switzerland. UBS offers investment solutions,
products and impactful thought leadership, is the leading global
wealth manager, provides large-scale and diversified asset
management, focused investment banking capabilities, and personal
and corporate banking services in Switzerland. The firm focuses on
businesses that have a strong competitive position in their target
markets, are capital efficient and have an attractive long-term
structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 29% in Switzerland, 20% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
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