Matthew Hoffman
Managing Director at Ubs
Based in New York, United States
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Seniority
Director
Department
General Business & Management
Location
New York
Industry
Financial Services
Company size
118K
Contact information
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m•••••••@ubs.com
Phone
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Background
About Matthew Hoffman
My father was a financial advisor for 33 years so I grew up around investing and client service. I love growing people's net worth and building relationships. I try to customize all client portfolios. I don't just outsource the investing to all third party managers."you own what I own". Clients tend to stay with me long term because we do the retirement planning work; and advise on all things financial in their lives.not just stocks and 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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