Tad DeBord
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Tad DeBord

Tad DeBord joined UBS in June of 2015. He is a graduate of DePauw University, where he played soccer and baseball. His 20 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MS
  • MT
  • NC
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA

Tad DeBord

  • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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. 

Tad DeBord

Education

  • DePauw University

Credentials

  • Chartered Financial Analyst®
  • Senior Institutional Consultant, UBS Institutional Consulting Program

Tad DeBord

Institutional consulting
Executive compensation
Multi-generational families
Business Owners
Hedge Fund managers
Family Offices
Corporate executives

Tad DeBord

8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

tad.debord@ubs.com
Tad DeBord
8044 Montgomery Road,Cincinnati,OH,45236

Tad DeBord

Tad DeBord joined UBS in June of 2015. He is a graduate of DePauw University, where he played soccer and baseball. His 20 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MS
  • MT
  • NC
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA

  • Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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. 

Education

  • DePauw University

Credentials

  • Chartered Financial Analyst®
  • Senior Institutional Consultant, UBS Institutional Consulting Program

Institutional consulting
Executive compensation
Multi-generational families
Business Owners
Hedge Fund managers
Family Offices
Corporate executives
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236

Email Me

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