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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Account Vice President
Financial Advisor
As a financial advisor at UBS, Matt Rappaport works with individuals to help them manage significant wealth. Matt often works with clients who have experienced life-changing financial events. His clients include business owners, lottery jackpot winners, individuals who have come into inheritances, retirees, divorcees, high-earning professionals, trustees and trust beneficiaries, as well as individuals awarded substantial legal recoveries.
Matt's experience prior to joining UBS allows him to connect with clients in a straightforward manner, delivering concise advice and clear solutions. Matt leverages the vast resources of UBS, the world's largest wealth management firm, to deliver financial services customized to meet his client's needs.
Matt graduated from the University of Virginia with a B.S. in electrical engineering and minors in physics and astronomy. He earned an M.S. in electrical and computer engineering from the University of Florida. As a practicing engineer, Matt independently created novel satellite communication protocols. These inventions resulted in the issuance of multiple U.S. patents.
Matt graduated from the University of Virginia School of Law whereupon he formerly practiced as a trial attorney for nearly a decade representing both small companies and large multi-national corporations in high-profile and high-dollar patent litigation disputes.
Matt holds the designations CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®).
Education
Credentials
Account Vice President
Financial Advisor
As a financial advisor at UBS, Matt Rappaport works with individuals to help them manage significant wealth. Matt often works with clients who have experienced life-changing financial events. His clients include business owners, lottery jackpot winners, individuals who have come into inheritances, retirees, divorcees, high-earning professionals, trustees and trust beneficiaries, as well as individuals awarded substantial legal recoveries.
Matt's experience prior to joining UBS allows him to connect with clients in a straightforward manner, delivering concise advice and clear solutions. Matt leverages the vast resources of UBS, the world's largest wealth management firm, to deliver financial services customized to meet his client's needs.
Matt graduated from the University of Virginia with a B.S. in electrical engineering and minors in physics and astronomy. He earned an M.S. in electrical and computer engineering from the University of Florida. As a practicing engineer, Matt independently created novel satellite communication protocols. These inventions resulted in the issuance of multiple U.S. patents.
Matt graduated from the University of Virginia School of Law whereupon he formerly practiced as a trial attorney for nearly a decade representing both small companies and large multi-national corporations in high-profile and high-dollar patent litigation disputes.
Matt holds the designations CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®).
Education
Credentials
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
