Garrett Bates is a Private Wealth Advisor at UBS, where they work with founders, executives, and venture partners to manage their financial lives. They specialize in analyzing liquid and illiquid assets, constructing customized investment portfolios, and reviewing various financial planning strategies tailored to individual risk tolerances and goals. Previously, Garrett served as a Registered Client Service Associate at UBS and completed an internship with Bear Stearns in Private Client Services. They are currently pursuing a Bachelor of Science in Business Management with a focus on Finance at Babson College.
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