Matt Connolly is a Client Advisor at UBS Global Wealth Management, where they currently excel as an Associate Director. Previously, they held several roles at Killik & Co, including Investment Manager, where they advised and managed client portfolios tailored to individual needs. They began their career as a Finance Assistant at Cello Health Communications and further developed their skills in investment management. Matt earned a Level 4 Diploma in Investment Advice and a Level 7 Chartered Wealth Manager designation from The Chartered Institute for Securities & Investment, showcasing their commitment to professional development in finance. They hold a degree in Economics & Management from the University of Leeds.
This person is not in the org chart
This person is not in any teams
This person is not in any offices