Bijan Behboodi

About Bijan Behboodi

Bijan is a Senior Partner and Portfolio Manager for Capstone Advisors and a Senior Vice President at UBS Private Wealth Management. As a Private Wealth Advisor, Bijan focuses on working with Ultra High Net Worth business owners, corporate executives and families with complex planning needs. Bijan has over 10 years of experience working with clients to help them achieve what is most important to them. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), he has a deep understanding of financial planning with areas of focus including: multigenerational wealth planning, complex estate planning, tax mitigation planning, business exit planning, and comprehensive portfolio management. Bijan is honored to have been recognized nationally by Forbes as one of America’s Top 100 Next-Gen Advisors, and as a Best In-State Private Wealth Advisor for Washington State. A Finance and Economics major, Bijan currently sits on the “Top 40 under 40” Advisory Board to the Lundquist College of Business at his Alma Mater, The University of are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Senior Vice President - Wealth Management

   UBS

   Mar 2022 — Present

Education

• University of Oregon Lundquist College of Business

  Bachelor of Science, Business Administration: Finance & Economics

Skills

• Estate Planning
• Finance
• Wealth Management
• Investments
• Financial Analysis