Managing Director–Wealth Management
Ken is a Managing Director - Wealth Management with UBS Financial Services, Inc. and a member of UBS Institutional Consulting Group in Philadelphia. Mr. Catanella holds an undergraduate degree from Butler University. Mr. Catanella, a Certified Investment Management Analyst (CIMA®), has over 30 years of investment experience.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Let's connect
Managing Director–Wealth Management
Ken is a Managing Director - Wealth Management with UBS Financial Services, Inc. and a member of UBS Institutional Consulting Group in Philadelphia. Mr. Catanella holds an undergraduate degree from Butler University. Mr. Catanella, a Certified Investment Management Analyst (CIMA®), has over 30 years of investment experience.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Brian is a member of the Catanella Institutional Consulting Group. Brian first graduated from Phillips Academy Andover prior to receiving a Bachelor of Arts degree in Political Science from Williams College. He received the Certified Investment Management Analyst (CIMA®) designation after completing the program at the University of Pennsylvania's Wharton School of Business. Prior to joining the firm, Brian was Vice President at a Capital Management firm based in New York, in charge of the Florida territory.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Senior Vice President–Wealth Management
Brian is a member of the Catanella Institutional Consulting Group. Brian first graduated from Phillips Academy Andover prior to receiving a Bachelor of Arts degree in Political Science from Williams College. He received the Certified Investment Management Analyst (CIMA®) designation after completing the program at the University of Pennsylvania's Wharton School of Business. Prior to joining the firm, Brian was Vice President at a Capital Management firm based in New York, in charge of the Florida territory.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Investment Associate
Stephanie is an Institutional Analyst with UBS Financial Services, Inc and has been with the Catanella's Institutional Consulting Group since 1998. Stephanie has a Bachelors degree from Hawaii Pacific University where she majored in Finance with a minor in Travel Industry Management. Stephanie received the Certified Investment Management Analyst (CIMA®) designation after completing the program at the University of Pennsylvania's Wharton School of Business and also a member of the Investment Management Consulting Association (IMCA).
Education
Credentials
Investment Associate
Stephanie is an Institutional Analyst with UBS Financial Services, Inc and has been with the Catanella's Institutional Consulting Group since 1998. Stephanie has a Bachelors degree from Hawaii Pacific University where she majored in Finance with a minor in Travel Industry Management. Stephanie received the Certified Investment Management Analyst (CIMA®) designation after completing the program at the University of Pennsylvania's Wharton School of Business and also a member of the Investment Management Consulting Association (IMCA).
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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