Matthew Santini has extensive experience in private wealth and portfolio management, having served as a Portfolio Manager at Milestone Capital Management, LLC from 2006 to 2011, and again at CLS Investments, LLC from 2011 to 2014. They held the position of Senior Vice President, Wealth Strategist – Investments at Lenox Wealth Advisors from 2018 to 2019 and served as Senior Vice President of Asset Management at Lenox Advisors from 2014 to 2018. Currently, Santini is a Senior Vice President in Wealth Management and Portfolio Manager at UBS, a role they have held since 2019.
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