Nancy Matta, CFP®, CIMA®, CRPC®, is a Senior Vice President at UBS Financial Services Inc. in New York City, with over 40 years of experience in the wealth management industry. Nancy has successfully created and executed financial planning strategies and has managed investment portfolios through various market environments. Recognized by Forbes as a top advisor and inducted into Research magazine's Hall of Fame, Nancy has also been featured in prominent publications such as Time, Barron's, and The Wall Street Journal. Fluent in Spanish, Nancy is a graduate of SUNY at Oneonta and actively serves on several community boards, including Catholic Charities of New York.
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