Charles McCool is the Senior Vice President of Wealth Management at UBS Financial Services, Inc., a position held since 2009. Prior to this role, Charles served as a Senior Vice President and Wealth Advisor at Morgan Stanley from 2004 to 2009, and as a Vice President, Financial Advisor at Alliance Bernstein from 1999 to 2004. Early in their career, they were the VP of Sales at Stamford Associates from 1994 to 1998. Charles holds a Bachelor of Arts in Economics with a Business Concentration from Boston College, where they studied from 1974 to 1978.
This person is not in the org chart
This person is not in any teams
This person is not in any offices