Andrew DiPaola, CFA, CPFA®, CRPS®

Experience

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  UBS

  Sept 2022 - now

  Senior Vice President - UBS Wealth Management

  As Financial Advisors our primary objective is to offer insightful advice and thoughtful leadership. We strive to provide a highly personalized environment for our clients by fostering proactive communication that builds relationships based on trust and commitment, all supported by access to the diverse platforms, products, and the capabilities of UBS.We are one of few select teams at UBS that focuses its skill in two sectors: The Institutional Consulting Team focus is on Private Equity Firms, Middle Market Companies, Community & Regional Banks, Independent Schools and Non-Profit Organizations. The Global Wealth Management Team focus is on providing Asset Management and access to Personal Banking services from UBS to individuals and their families.My current responsibilities include portfolio construction and management, wealth management analysis, business development, operations management, and staff training and development. I focus on employer sponsored retirement benefit plans and retirement planning for individuals and their families. I am a CFA charter holder, and hold the Chartered Retirement Plan Specialist®, CRPS®, Certified 401(k) Professional, C(k)P® and Certified Plan Fiduciary Advisor, CPFA® designations. Show less