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STAMFORD, Conn.–(BUSINESS WIRE)–UBS Private Wealth Management today announced that Brandon Marty has joined the firm’s Stamford, CT office as a Senior Portfolio Manager.
In this role, Brandon will leverage his 16 years of industry experience to design and implement tax-efficient investment strategies for the firm’s high net worth individuals.
”We are excited to welcome Brandon to the firm,” said Chris Dimuria, Head of the New York Private Wealth Management Market at UBS. “His industry experience and dedication to clients are a great addition to our business, and we look forward to having him help us continue to expand our client offering in this key market.”
Brandon is a Certified Financial Analyst and earned his Bachelor’s degree from the University of Massachusetts, Amherst and an MBA from Fordham University. Prior to joining UBS, he was a client-facing portfolio manager for high net worth individuals at City National Rochdale for over eight years. Before that, he held positions at PWC and Credit Suisse.
On weekends, Brandon enjoys spending time with his wife and two kids in Darien, CT. Brandon and his family are proud supporters of several local charities.
Notes to Editors
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