Grant Matthews Email & Phone Number
Financial Advisor, Managing Director - Wealth Management @ UBS Group AG
Grant Matthews Location
California, United States
Grant Matthews Work
- 2022 - now Financial Advisor, Managing Director - Wealth Management @ UBS Group AG
- 2005 - 2022 Managing Director- Wealth Management, Financial Advisor, CFP®, CIMA®, CPWA® @ Morgan Stanley
- 2000 - 2005 Financial Advisor, Senior Vice President- Wealth Management @ UBS Financial Services
- 1994 - 1999 Vice President @ Bailard, Inc.
Grant Matthews Education
- Georgetown University
BA (Psychology)
1989 - 1993 - Menlo School1985 - 1989
Grant Matthews Skills
- Portfolio Management
- Investments
- Public Speaking
- Retirement
- Customer Service
- Strategic Planning
- Mutual Funds
- Grant Writing
- Board Development
- Program Evaluation
Grant Matthews Summary
Grant Matthews, based in California, United States, is currently a Financial Advisor, Managing Director - Wealth Management at UBS. Grant Matthews brings experience from previous roles at Morgan Stanley, UBS Financial Services and Bailard, Inc.. Grant Matthews holds a 1989 - 1993 BA in Psychology @ Georgetown University. With a robust skill set that includes Portfolio Management, Investments, Public Speaking, Retirement, Customer Service and more. Grant Matthews has 3 emails and 1 mobile phone numbers on RocketReach.
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