Luke Longano

UBS Private Wealth Management

Role
Private Wealth Management Associate at UBS
Location
New York, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Private Wealth Management Associate

    UBS

    Feb 2025 — Present · Tampa, FL, US

    As a Client Associate at UBS, I support a high-performing team of Private Wealth Advisors serving high-net-worth and ultra-high-net-worth individuals and families. I manage a spectrum of operations — including account onboarding, securities-backed lending accounts, trade execution, and money movement.In conjuction, I lead our team’s marketing and branding initiatives, collaborating closely with the UBS Marketing team to define our unique value proposition, build a comprehensive client-facing brochure, and elevate our presence in the marketplace. This dual role allows me to contribute meaningfully to both the operational success and strategic growth of our practice.

Education

  • University of Connecticut School of Business

    Bachelor's degree, Finance, General, Senior

    2019 — 2023

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Luke Longano — Private Wealth Management Associate at UBS in New York, NY, US | Unifers