Herbert Oberholzer, CFA, is a Senior Active Advisor for Latin America at UBS, a position they have held since 2019. Prior to this, they served as a Senior Client Relationship Manager at Vontobel from 2017 to 2019 and as a Client Relationship Manager at UBP - Union Bancaire Privée from 2000 to 2017. Herbert obtained a Licentiate degree in Economics from Universität Zürich and furthered their financial expertise with a CIIA from the Swiss Financial Analysts Association and a CFA from the CFA Institute.
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