Chris Tzongas
Executive Director, Senior Client Advisor & Head, Wealth Advice Centre @UBS
Signup · Get unlimited contacts
WORK HISTORY
Executive Director, Senior Client Advisor & Head, Wealth Advice Centre @UBS
Toronto, ON, CA
EDUCATION
Wilfrid Laurier University
BBA (Hons), Finance
SKILLS
ABOUT CHRIS TZONGAS
Highly motivated, results-driven, proactive professional qualified by over 20 years of progressive responsibility within the financial services industry. Maintain a record of successfully developing optimized financial strategies to meet client needs and objectives. Manage multiple portfolios with strong attention to detail and review of economic trends to determine appropriate asset allocation. Superior analytic abilities used to evaluate business and investment opportunities.CFA Charterholder | FCSI | CIM | PFP | CSI: CSC, CPH, DFOLCore Competencies: Portfolio Management, Talent Development, Strategic Relationships, Financial Analysis, Business Development, Risk Assessment, Asset Allocation, Economic Assessment, Financial Research, Due Diligence, Bloomberg, Eikon, Microsoft OfficeStrategies managed- Canadian Equity- Shari\'ah Friendly Equity- Preferred SharesSelected Achievements- 2025, 2022 and 2021 UBS Director’s Council
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.