Daniel Pessy
Senior Vice President - Wealth Management, Financial Advisor at Ubs
Based in Pittsburgh, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Pittsburgh
Industry
Financial Services
Company size
118K
Contact information
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d•••••••@ubs.com
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Background
About Daniel Pessy
Our Team works with uniquely successful individuals and families who have taken control of their financial lives, and want to work with an experienced team of wealth management professionals. Our planning and investment process provides the strategies necessary to help ensure the preservation and successful transfer of wealth. Simply put, we help certain individuals manage all aspects of their financial lives.Specialties/Certifications:UBS Wealth Advisor DesignationUBS Senior Portfolio Manager - Portfolio Management Program (PMP)UBS Corporate Stock Benefit 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.**
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