Experience

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.

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 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.

Eddy joins UBS a Registered Client Associate. Prior to UBS, Eddy worked in a similar capacity at First Republic Investment Management supporting Gene Martino. As a Client Associate, Eddy is passionate about putting clients’ needs above all else and helping them meet their goals.

Eddy graduated from Boston College in 2021 with a degree in Finance and Entrepreneurship. He was born and raised in Buffalo and currently resides in Manhattan. In his spare time, he enjoys playing squash, windsurfing, and watching a great movie.