Financial Advisor
Antoine Lena, based in Newport Beach, brings a wealth of investment expertise and a client-first mindset to his role as a Financial Advisor at UBS Private Wealth Management. With a strong foundation in security analysis and portfolio management, Antoine specializes in identifying market opportunities, optimizing portfolios, and delivering tailored financial strategies that align with each client’s unique goals.
Antoine’s approach is built on communication, education, transparency, and collaboration. He takes pride in guiding clients through the complexities of wealth management, ensuring they feel empowered and confident in their decisions. By leveraging UBS’s open-architecture platform, he provides access to a broad range of investment solutions, including public and private markets, sustainable investments, and advanced tax-efficient strategies.
With a commitment to personalized service, Antoine serves clients across the country, building lasting relationships rooted in trust and care. He works closely with individuals, families, and business owners to address their liquidity, longevity, and legacy needs, helping them navigate every stage of their financial journey—from planning for life’s milestones to creating enduring generational legacies.
Antoine holds a Bachelor’s degree in Economics and a masters degree in Finance from the University of California, Irvine, where he also competed as a Division I water polo athlete, embodying the dedication and determination he brings to his professional life. He remains committed to continuous learning and innovation, ensuring he delivers the highest level of care and expertise to help clients achieve their financial aspirations.
Financial Advisor
Antoine Lena, based in Newport Beach, brings a wealth of investment expertise and a client-first mindset to his role as a Financial Advisor at UBS Private Wealth Management. With a strong foundation in security analysis and portfolio management, Antoine specializes in identifying market opportunities, optimizing portfolios, and delivering tailored financial strategies that align with each client’s unique goals.
Antoine’s approach is built on communication, education, transparency, and collaboration. He takes pride in guiding clients through the complexities of wealth management, ensuring they feel empowered and confident in their decisions. By leveraging UBS’s open-architecture platform, he provides access to a broad range of investment solutions, including public and private markets, sustainable investments, and advanced tax-efficient strategies.
With a commitment to personalized service, Antoine serves clients across the country, building lasting relationships rooted in trust and care. He works closely with individuals, families, and business owners to address their liquidity, longevity, and legacy needs, helping them navigate every stage of their financial journey—from planning for life’s milestones to creating enduring generational legacies.
Antoine holds a Bachelor’s degree in Economics and a masters degree in Finance from the University of California, Irvine, where he also competed as a Division I water polo athlete, embodying the dedication and determination he brings to his professional life. He remains committed to continuous learning and innovation, ensuring he delivers the highest level of care and expertise to help clients achieve their financial aspirations.
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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