John Derosa
Senior Vice President- Private Wealth Advisor at Ubs
Based in New York, United States
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Seniority
Vp
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
118K
Contact information
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j•••••••@ubs.com
Phone
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Background
About John Derosa
By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** John has been a Financial Advisor for nearly 30 years. His practice has evolved to encompass a full suite of executive services and financial planning customized to address the needs of business owners, corporate officers and affluent families. He is experienced in providing advice on portfolio management, diversification and income solutions for concentrated positions, and wealth transfer strategies. John also has extensive experience advising small and medium-sized foundations and endowments on their asset allocation and cash management needs. John received a B.A. from Hobart College and has received the designation of UBS Private Wealth Advisor.**Registered 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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