Experience

Dinh Truong is a Managing Director-Wealth Management 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.

Gene Martino is a Managing Director at UBS Financial Services. Before joining UBS in 2023, Gene was a Managing Director and Wealth Manager at First Republic Investment Management. Martino joined First Republic in 2011 with more than 30 years of experience in the financial services industry. From 1996 to 2011 he was a Senior Portfolio Manager and Managing Director at Bank of New York, where he managed assets for high net worth individuals and private foundations. Previously, he was a Vice President and Senior Portfolio Manager at Smith Barney Inc. and an Investment Officers at Bankers Trust Company. His career began at Chase Manhattan Bank.

Martino is a member of the New York Society of Security Analysts.

Martino earned both an MBA and a Bachelor of Science degree in business management from Farleigh Dickinson University.

Alex is a UBS Senior Wealth Strategy Associate and CFA charterholder who advises clients on building, preserving, and transferring wealth. He focuses on serving inheritors, young entrepreneurs, and rising professionals who are navigating the complex decisions that come with significant or newly created wealth. Alex draws on technical expertise across wealth planning, portfolio construction, and tax-aware strategy to help clients align their financial lives with their long-term goals.

Alex received his BA in Economics and BS in Business Finance from Chapman University. A Greek American, born and raised in San Francisco, he joined UBS in 2023 after beginning his career at First Republic Bank. Alex is an avid golfer and runner who has completed the NYC Marathon.

Eddy is a Wealth Strategy Associate and Certified Financial Planner who specializes in truly understanding our clients and working with them to build and achieve their goals. His core competencies are developing comprehensive financial plans and portfolio management. Prior to joining UBS in 2023, Eddy worked in a similar capacity at First Republic Investment Management with Gene Martino.

Eddy graduated from The Boston College Carroll School of Management in 2021 with a degree in Finance and Entrepreneurship. He was born and raised in Buffalo and currently resides in Manhattan. He's a passionate Bills fan, a proud Greek Egyptian, and a racquet sport enthusiast.