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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 specializes in 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.

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  • Alex Gumas Headshot

    Alex Gumas

    Client Associate

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    • 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

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