Herbert Hoffman is a Senior Vice President and Wealth Advisor at UBS, where they have served since 2004. With a BS/BA in Business Administration from American University, earned between 1974 and 1978, Herbert previously held Vice President positions at C.E. Unterberg, Towbin and Morgan Stanley from 1999 to 2004. They are dedicated to providing personalized wealth management services, focusing on fostering strong client relationships to achieve financial goals. Residing in Roslyn, Herbert actively volunteers with charities and serves on the boards of the National Multiple Sclerosis Society and JDRF Long Island Chapters.
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