Matthew Strathearn Email & Phone Number
Senior Vice President | Wealth Management @ UBS Group AG
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Matthew Strathearn Location
- New York, NY, US
Matthew Strathearn Work
- 2020 -now Senior Vice President | Wealth Management @
- 2016 -2020 Vice President | Wealth Management @
- 2009 -2016 Vice President, Private Wealth Management @
- 2007 -2009 Senior Investment Analyst @
- 2006 -2007 Associate @
- 2005 -2006 Financial Analyst @ Jackson, Grant
Matthew Strathearn Education
- Western Connecticut State University 2004
Matthew Strathearn Skills
- Chartered Financial Analyst
- Financial Planning
- Portfolio Management
- Risk Management
- Financial Advisory
- Asset Allocation
- Series 63
- Retirement Planning
- Investment Strategies
- Investment Advisory
- Finance
- Asset Management
- Wealth Management
- Series 7
- Series 65
Matthew Strathearn Summary
- Matthew Strathearn, based in New York, NY, US, is currently a Senior Vice President | Wealth Management at UBS. Matthew Strathearn brings experience from previous roles at UBS and Lenox Advisors. Matthew Strathearn holds a Western Connecticut State University. With a robust skill set that includes Chartered Financial Analyst, Financial Planning, Portfolio Management, Risk Management, Financial Advisory and more. Matthew Strathearn has 2 emails and 2 mobile phone numbers on RocketReach.
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