Daniel Stern is an experienced financial advisor specializing in total wealth management for corporate executives, affluent families, and business owners nearing or in retirement. Born and raised in London, England, they began their career in the financial sector during the Technology Bubble and currently serve as a Senior Vice President in Wealth Management at UBS, a position they have held since 2012. Previously, they worked as a financial advisor at Morgan Stanley from 2004 to 2012. Daniel earned a Bachelor of Arts in History with French from the University of Durham from 1995 to 1999.
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