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Will Einstein, CFA, CFP®

Will Einstein, CFA, CFP®

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  • Timeline

  • About me

    Director - Financial Advisor at UBS Private Wealth Management

  • Education

    • The Taft School

      2006 - 2010

    • Connecticut College

      2010 - 2014
      Bachelor of Arts - BA Economics

      Activities and Societies: Men's Ice Hockey

  • Experience

    • UBS

      Aug 2014 - now

      • Financial Advisor

        Oct 2021 - now

      • Director - Fixed Income

        Aug 2014 - Oct 2021

  • Licenses & Certifications

    • **Registered States** AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

      FINRA

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Aug 2018

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2019