Sarin Puri, CFA, is currently a Senior Wealth Strategy Associate at UBS, where they serve as a portfolio manager and research analyst for the Private Wealth Family Partners team. With a background in finance and economics from the University of California, Santa Barbara, they previously held positions as a Market Service Manager and interned at Ooyala. Sarin has also worked as a Financial Consultant at AXA Advisors, LLC, contributing to their breadth of experience in financial services.
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