Brian Schimpf Email & Phone Number
Executive Director, Senior Quantitative Strategist, Family Office Solutions and Advanced Planning @ UBS Group AG
Brian Schimpf Location
New York, NY, US
Brian Schimpf Work
- 2022 - now Executive Director, Senior Quantitative Strategist, Family Office Solutions and Advanced Planning @ UBS Group AG
- 2018 - 2022 Executive Director, Wealth Planning Strategist, Wealth Planning and Trust Consulting Group @ UBS Group AG
- 2015 - 2018 Director, Wealth Strategist, Advanced Planning Group @ UBS Group AG
- 2013 - 2015 Analyst and AVP, Wealth Planning and Analysis Group @ AllianceBernstein
- 2010 - 2013 Senior Private Client Associate @ AllianceBernstein
- 2006 - 2010 Registered Representative and Financial Advisor @ Berthel Fisher Companies
- 2005 - 2010 Partner and Licensed Realtor @ Beltz Real Estate
Brian Schimpf Education
- University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.) (Finance, General)
- Wake Forest University
Brian Schimpf Skills
- Marketing
- Equities
- Estate Planning
- Finance
- Wealth Management
- Financial Modeling
- Fixed Income
- Investments
- Asset Allocation
- Hedge Funds
Brian Schimpf Summary
Brian Schimpf, based in New York, NY, US, is currently a Executive Director, Senior Quantitative Strategist, Family Office Solutions and Advanced Planning at UBS. Brian Schimpf brings experience from previous roles at UBS and AllianceBernstein. Brian Schimpf holds a Master of Business Administration (M.B.A.) in Finance, General @ University of Minnesota - Carlson School of Management. With a robust skill set that includes Marketing, Equities, Estate Planning, Finance, Wealth Management and more. Brian Schimpf has 3 emails and 1 mobile phone numbers on RocketReach.
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