Eric Fingleson

About Eric Fingleson

By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go. As your personal advocates, we can provide you with advice that is tailored to your unique circumstances and priorities. We\'ll begin with a comprehensive plan for all you\'d like your wealth to achieve. Over time, we will continue to adjust your plan should circumstances change so you can embrace your financial future with confidence no matter what the environment.**Registered 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

   UBS

   Dec 2012 — Present · Beverly Hills, CA, US

   We strive to put our clients first and have built the infrastructure to make sure outcomes align with goals.Prior to the start of my financial career, I received an academic scholarship to attend George Washington University. I arrived in WashingtonD.C. in August of 2001. Living through 9/11 in D.C. was a formative experience that shaped a lot of my world view. Majoring in finance and international business with a minor in Philosophy has provided me with insight and critical thinking skills to work with a wide array of high net worth and ultra-high net worth families.Since becoming an advisor in 2006 and working at three major Wall Street firms, I pride myself on being able to help clients plan, navigate and focus on growing their wealth. Understanding all the moving parts associated with financial security is what drives me. My job is to make sure your wealth does everything you want it to do.Whether you are a business owner, real estate owner, executive or serial entrepreneur with lots of unique needs, my job is to act as a liaison for all the resources UBS has to offer. For our clients there is no “one-size fits all” solution and we’ll work together to make sure your individual and loved one\'s needs are taken care of.Outside of the office, I am involved with many non-profit organizations, but I spend most of my resources supporting I have been a “big brother” since 2007 and I have been part of the Board of Directors since 2014. When I find the time, I still enjoy tennis and paddle tennis, but I also love golf, snowboarding, and backpacking in the Eastern Sierras.I live with my wife, Mariko, our son, Kingston, and our dog, Bandit in Venice Beach. On the weekends you’ll typically find us on our bikes around the neighborhood.

Education

• The George Washington University

  BBA, Finance, International Business and Philosophy

  2001 — 2005