Grant Matthews Email & Phone Number
Financial Advisor, Managing Director - Wealth Management @ UBS Group AG
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Grant Matthews Location
- California, United States
Grant Matthews Work
- 2022 -now Financial Advisor, Managing Director - Wealth Management @
- 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 @
Grant Matthews Education
- Georgetown University
BA (Psychology)
1989-1993 - Menlo School 1985-1989
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 2 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
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Marc-Anthony Hourihan
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Edmund Koh
Chairman UBS Asia Pacific
Singapore
Blake Hiltabrand
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Chicago, IL, US
Wiwi Gutmannsbauer
COO Asia Pacific
Zürich, ZH, CH
Daniel Hunziker
CEO Pension Fund Credit Suisse Group (Switzerland)
Zurich, Switzerland
Tobias Vogel
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Germany
David Wildermuth
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