Let's move forward. Together.

Dinh Truong

Managing Director–Wealth Management

Financial Advisor

Dinh Truong is a Managing Director and Financial Advisor at UBS Financial Services. Prior to UBS, Dinh was a Managing Director, Wealth Manager at First Republic Private Wealth Management since 2004. He focuses on the design and management of equity and balanced portfolios for high-net-worth individuals, trusts, endowments, and foundations. Dinh began his career in the Time Warner Center office of First Republic as a registered preferred banker and has also worked at MetLife as a financial consultant and Prudential Financial within the investment division.

Registered States:
  • AK
  • AL
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY
1285 Avenue Of The Americas
New York, NY 10019
  • (212) 713-2826

Email Me

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

  • Alex Gumas Headshot

    Alex Gumas

    Client Associate

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Alex was born and raised in San Francisco. He moved to New York in the fall of 2021 after graduating with a B.A. and B.S. in Finance and Economics from Chapman University. Prior to joining UBS, Alex worked as a Client Service Associate at First Republic supporting Dinh Truong. He is currently studying for his CFA and plans to run the marathon in November. In his free time, Alex enjoys playing baseball, golfing, and cooking.

          1285 Avenue Of The Americas
          New York, NY 10019

        Why does A.I. in space matter?

        ElectionWatch: The race, world, and investments

        Tree

        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

        Backed by the strength of UBS

        A global leader in wealth management

        $5+ trillion

        In invested assets globally 
        As of 11/07/2023

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights