Bart Helfet is the Market Director for UBS Wealth Management in the Denver Tech Center, where they lead a team of Financial Advisors focused on strategic growth and client engagement. They joined UBS in April 2023 after a decade at Morgan Stanley, where they held various roles in operations, risk, private banking, and business analytics, ultimately serving as Business Development Manager for Greater Los Angeles. After leaving Morgan Stanley in August 2021, Bart took an 11-month sabbatical traveling through 23 countries. They studied Economics and History at Tulane University in New Orleans and are an avid mountaineer, having climbed extensively around the world.
This person is not in the org chart
This person is not in any teams
This person is not in any offices