Joseph R. Asiano

Experience

1. Private Wealth Advisor

   UBS

   Mar 2009 — Present

   Joe and his team advise a select group of wealthy individuals, families, entrepreneurs, and foundations on their comprehensive wealth management needs. Our advisory team\'s mission is to protect and grow our client\'s wealth while allowing them to sleep well at night. We utilize the unmatched UBS global platform to provide customized solutions that seek to maximize after-tax, risk-adjusted returns. We use a very rigorous approach and have a strong commitment to put our client\'s interest first. Joe provides wealth preservation and growth advice for corporate executives, entrepreneurs, families, foundations, and donor advised funds. He has expertise in managing wealth resulting from IPO, merger, and private liquidity events. Joe delivers personalized wealth management through an investment process featuring rebalancing, portfolio reporting, and a goals-based approach. Joe also helps clients structure and execute philanthropic goals.

Education

• Yale University

  MBA - School of Management

  1995 — 1997

• University of California, Berkeley, Haas School of Business

  BSBA, Finance

  1984 — 1987

Skills

• Corporate Development
• Strategic Financial Planning
• Financial Analysis
• Structured Finance
• Investment Banking
• Wealth Management
• Investment Advisory
• Mergers
• Emerging Markets
• Business Valuation
• Mergers & Acquisitions
• Wealth Management Services
• Investment Strategies
• Lbo
• Asset Managment
• Corporate Finance
• Financial Advisory
• Capital Markets
• Financial Markets
• Risk Management
• Finance
• Investor Relations
• M&a Experience
• Leveraged Finance
• Bloomberg
• Venture Capital
• Private Banking
• Trading
• Ipo
• Asset Allocation
• Equity Research
• Restructuring
• Portfolio Management