First Vice President–Wealth Management
Financial Advisor
Dimitrios Michelis began his career as a Financial Advisor at Morgan Stanley in 1998 where he was awarded the National Sales Director Award, honoring the top 1% of new advisors leading the firm in new client relationships and assets under management. His main focus is equity portfolio management, hedging and options strategies and alternative investments. He received a B.S. in Finance at Boston University - School of Management and resides in Saddle River, NJ with his wife and four children. In his free time, you can find Dimitrios involved with various charitable and sports related activities.
Education
First Vice President–Wealth Management
Financial Advisor
Dimitrios Michelis began his career as a Financial Advisor at Morgan Stanley in 1998 where he was awarded the National Sales Director Award, honoring the top 1% of new advisors leading the firm in new client relationships and assets under management. His main focus is equity portfolio management, hedging and options strategies and alternative investments. He received a B.S. in Finance at Boston University - School of Management and resides in Saddle River, NJ with his wife and four children. In his free time, you can find Dimitrios involved with various charitable and sports related activities.
Education
Senior Vice President–Wealth Management
Financial Advisor
Garrick Montenegro began his career as a Financial Advisor at Morgan Stanley in 1998 where he was also awarded the National Sales Director Award. His main focus is tactical asset allocation, financial planning and fixed income portfolio management. He received a B.A. in Economics and Philosophy at New York University's College of Arts and Sciences and resides in New York City with his wife. Out of the office, you can find Garrick training for various charitable races supporting the MS Society, the Wounded Warriors Foundation and Susan G. Komen Race for the Cure.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Garrick Montenegro began his career as a Financial Advisor at Morgan Stanley in 1998 where he was also awarded the National Sales Director Award. His main focus is tactical asset allocation, financial planning and fixed income portfolio management. He received a B.A. in Economics and Philosophy at New York University's College of Arts and Sciences and resides in New York City with his wife. Out of the office, you can find Garrick training for various charitable races supporting the MS Society, the Wounded Warriors Foundation and Susan G. Komen Race for the Cure.
Education
Credentials
Authorized Officer
Business Analyst
Authorized Officer
Business Analyst
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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