Matt Moscatello
Investment Analyst @ UBS - The Schultz Group
- Role
- Investment Analyst, Private Wealth at UBS
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Matt Moscatello
In my current role as an Investment Analyst with The Schultz Group at UBS my primary responsibility is assisting Financial Advisors with tactically managing a $3.2 billion multi-asset portfolio. The Schultz Group is based in Phoenix, AZ and manages over a thousand taxable & non-taxable investment accounts on behalf of over 800 clients including: individuals and families, business owners, and non-profit organizations across the United States.In May 2023, I graduated from Arizona State University - W. P. Carey School of Business, where I majored in Financial Planning and minored in Economics. In October 2025, I graduated with a Master of Science in Finance with a concentration in Financial Analysis from Purdue University Global.**These 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
Investment Analyst, Private Wealth
Oct 2025 — Present · Phoenix, AZ, US
The Schultz Group is a Phoenix-based private wealth management team within UBS Financial Services, managing roughly $3.0 billion in client assets. The Schultz Group provides comprehensive financial advisory services including investment management, retirement and estate planning, and multigenerational wealth strategies to HNW/UHNW individuals, families, and business owners.Portfolio & Asset Management, Trade Execution, and Market Intelligence FINRA Series 7 Registered
Education
Purdue Global
Master of Science - MS, Finance
W. P. Carey School of Business – Arizona State University
Bachelor of Arts - BA, Financial Planning
Arizona State University
Minor, Economics
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