Daniel Lewin
Private Wealth Advisor who provides customized wealth management solutions to help clients protect and grow assets, simplify finances and create enduring legacies.
- Role
- Senior Vice President - Wealth Management at UBS
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel Lewin
Experienced wealth management professional with more than 25 years in the financial…
Experience
Senior Vice President - Wealth Management
Mar 2009 — Present
Education
Boston College Carroll School of Management
Bachelor's degree, Finance
1996 — 1999
Skills
- Inter-Generational Wealth Transfer
- Financial Analysis
- Financial Planning
- Asset Management
- Retirement Planning
- Business Strategy
- Series 63
- Equities
- Asset Protection
- Wealth Management Services
- Asset Allocation
- Mutual Funds
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