Ignatius L.

Senior Vice President - Wealth Management, USA | Portfolio Manager

Ignatius L. is currently the Senior Vice President of Wealth Management and a Portfolio Manager at UBS Financial Services, Inc., where they focus on providing personalized financial services. Previously, they served as a Senior Vice President and Private Wealth Financial Advisor at Wells Fargo Advisors from 2018 to 2023, advising ultra-high net worth clients and institutions on wealth enhancement strategies. Ignatius held various roles at Morgan Stanley Asia and Citi, including Vice President of Institutional Sales and Investments Advisor & Structurer, respectively. They earned dual Bachelor of Science degrees in Mathematics and Aerospace Engineering from The University of Texas at Austin and a Master of Arts in Statistical Finance from Columbia University.

Location

Houston, United States

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