Tony de Rosa
Financial Advisor, UBS Private Wealth Management
- Role
- Senior Vice President - Private Wealth Management at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Tony de Rosa
I work with tech entrepreneurs and business owners, entertainment clientele, and…
Experience
Senior Vice President - Private Wealth Management
Apr 2011 — Present · Los Angeles, CA, US
Private Family Wealth Partners is a 16-person, multi-generational UBS Private Wealth Management team who have earned the trust and confidence of some of the most successful and affluent people in the United States. The team manages over $50 billion in client assets ranging from entrepreneurs to private family offices. We are dedicated to providing proactive and personalized service to our clients, addressing a wide range of financial needs beyond investing. Our dedication to clients, and efforts on their behalf, has been recognized by multiple leading financial publications, including both Forbes \"America’s Top Wealth Management Teams Private Wealth\"(20••••24) and Barron\'s \"Top 100 Private Wealth Management Teams\"(20••••25). The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.The Barron\'s rating is awarded annually in April based on information from the prior year Q4. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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