Matt Foley, CIMA®, CPWA®, is currently a Managing Director and Private Wealth Advisor at UBS, a position they have held since 2024. Previously, they served as a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management from 1996 to 2024. Matt began their career as a Social Worker with the Jesuit Volunteer Corps from 1995 to 1996. They hold Accredited Certificates from The Wharton School at the University of Pennsylvania and The Booth School of Business at the University of Chicago, and they earned a Bachelor's Degree from Villanova University.
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