UBS
Everett Weinberger, CFP®, CIMA®, serves as Managing Director for Wealth Management at UBS since November 2011, where also works as a Senior Portfolio Manager for The Weinberger Group. Prior to UBS, Weinberger was a Wealth Management Advisor and Senior Vice President of Investments at Merrill Lynch from August 2001 to November 2011. Weinberger's experience also includes roles as Vice President in Mergers & Acquisitions at Deutsche Bank, Corporate Finance at Salomon Brothers, and at Dillon Read. Educated at Stanford University Graduate School of Business, where a Master of Business Administration (M.B.A.) in Business and Finance was earned, and Columbia University, where an AB in Political Science was obtained.
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