Denis Roy Email & Phone Number

Financial Advisor, Managing Director - Wealth Management, Portfolio Manager @ UBS Group AG

5 free lookup(s).

Denis Roy Location

California, United States

Denis Roy Work

2026 - now Financial Advisor, Managing Director - Wealth Management, Portfolio Manager @ UBS Group AG
2015 - 2026 Financial Advisor, Senior Vice President - Wealth Management, Portfolio Manager @ UBS Group AG
1992 - 2015 Senior Vice President, Financial Advisor @ Morgan Stanley
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1989 - 1992 Financial Advisor @ Kemper Capital Management LLC
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1982 - 1989 Financial Advisor @ RBC Wealth Management
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Denis Roy Education

Dartmouth College
BS (Geology)
1976 - 1980
Kent School

Denis Roy Skills

Portfolio Management
Wealth Management
Retirement Planning

Investment Strategies
Strategic Financial Planning
Problem Solving
Investments
Banking
Risk Management
Finance

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Denis Roy Summary

Denis Roy, based in California, United States, is currently a Financial Advisor, Managing Director - Wealth Management, Portfolio Manager at UBS. Denis Roy brings experience from previous roles at UBS, Morgan Stanley, Kemper Capital Management LLC and RBC Wealth Management. Denis Roy holds a 1976 - 1980 BS in Geology @ Dartmouth College. With a robust skill set that includes Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Strategic Financial Planning and more. Denis Roy has 2 emails and 1 mobile phone numbers on RocketReach.

Denis Roy Emails

Found 2 emails

Denis Roy Phone Numbers

Found 3 phone numbers

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