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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UBS
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UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products, and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook. UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 30% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).