• UBS

Tracy Dellomo

Private Wealth Advisor- Senior Vice President - Portfolio Manager, CIMA,CPWA,CRPS,EFC

Tracy Dellomo is a Private Wealth Advisor and Senior Vice President at UBS, focusing on financial planning for high net worth families. With prior experience as a Financial Advisor and Vice President at Merrill Lynch from 1993 to 2009, Tracy holds multiple professional certifications including CPWA®, CIMA®, CRPS®, and EFC. Tracy earned an MBA in Marketing from Hofstra University and a BS in Marketing from Fairfield University, along with advanced degrees in CIMA from The Wharton School and Certified Private Wealth Advisor from Chicago Booth.

Location

New York City Metropolitan Area, United States

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