Senior Wealth Strategy Associate
Wealth Strategy Associate
William has been in the business for 15 years and moved to UBS with his previous team from Lehman Brothers. Shortly after moving to UBS, he joined the Branch Service Associate team within UBS Private Wealth Management. William joined Tony and Joel's team in April 2016. He brings to the team his considerable operations and client service experience from his previous positions as an Operations Analyst in the Retail Client Margin Department at Lehman Brothers and as a Branch Service Associate within UBS Private Wealth Management. He is a graduate of the University of Miami, with a degree in finance and a minor in accounting. He received his MBA from the University of Miami in August, 2019.