UBS Private Wealth Management has announced that Brandon Marty has joined the firm’s Stamford, Conn. office as a senior portfolio manager.
In this role, Marty will leverage his 16 years of industry experience to design and implement tax-efficient investment strategies for the firm’s high-net-worth individuals. He is a certified financial analyst 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.
“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,” states Chris Dimuria, head of the New York private wealth management market at UBS.