Denis Roy Email & Phone Number
Financial Advisor, Managing Director - Wealth Management, Portfolio Manager @ UBS Group AG
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Denis Roy Location
- California, United States
Denis Roy Work
- Financial Advisor, Managing Director - Wealth Management, Portfolio Manager @ (February 2026 - Present)
- Financial Advisor, Senior Vice President - Wealth Management, Portfolio Manager @ (March 2015 - February 2026)
- Senior Vice President, Financial Advisor @ (November 1992 - March 2015)
- Financial Advisor @ (January 1989 - November 1992)
- Financial Advisor @ (May 1982 - January 1989)
Denis Roy Education
- Dartmouth College
BS (Geology)
1976-1980
Denis Roy Skills
- Portfolio Management
- Wealth Management
- Retirement Planning
- Investment Strategies
- Strategic Financial Planning
- Problem Solving
- Investments
- Banking
- Risk Management
- Finance
- Strategic Planning
- Financial Analysis
- Strategy
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.
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Top UBS Group AG Employees
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Nikunj Jha
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