William Randall Cone

William Randall Cone, CIMA, is a Senior Vice President at UBS Financial Services, where they lead The Cone Group, specializing in institutional consulting and family office services. With over thirty years of experience, Cone previously held the position of First Vice President at Merrill Lynch. They are a graduate of the Wharton School at the University of Pennsylvania, where they earned the Certified Investment Management Analyst designation. Cone emphasizes a disciplined approach to investment and risk management, preparing clients for the unpredictable dynamics of the modern economy.