Everett Weinberger

About Everett Weinberger

I am the proud leader of The Weinberger Group at UBS and have over 35 years of experience advising clients. We offer a boutique approach while accessing the global resources of UBS, one of the world’s largest wealth management firms. We get to know our clients extremely well so we can help them achieve their financial goals. Our clients value our analytical and comprehensive approach.I am a graduate of Columbia University, magna cum laude, and received an M.B.A. from Stanford University. I started my career as an investment banker and continue to use those same skills in my practice today. I\'ve completed some of the most rigorous training in financial planning and investment management. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Investment Management Analyst (CIMA®). I am also a member of the University Club. If you are looking for a second opinion regarding your personal finances, please feel free to contact me at e••••••••@ubs.com or 21••••••31. To see our website, click on \'Contact Info\' above or visit 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. Managing Director - Wealth Management

   瑞银集团

   Nov 2011 — Present · New York, NY, US

   Managing Director - Wealth ManagementSenior Portfolio Manager UBS Wealth Management - The Weinberger

Education

• Stanford University Graduate School of Business

  Master of Business Administration (M.B.A.), Business and Finance

  1988 — 1990

• Columbia University

  AB, Political Science

  1983 — 1986