Alex Bartolomeo, Cfa
About Alex Bartolomeo, Cfa
Alex Bartolomeo is a Senior Wealth Strategy Associate at UBS in Charlotte, North Carolina, where he has worked since 2017. He holds a Bachelor's degree in Finance from the University of South Carolina - Darla Moore School of Business and has previous experience as a Financial Advisor and Client Service Associate at UBS.
Work at UBS
Alex Bartolomeo has been employed at UBS since 2014. Initially, he served as a Client Service Associate for two years, where he gained foundational experience in client relations and support. In 2016, he transitioned to the role of Financial Advisor, a position he held for nine months. Since 2017, he has been working as a Senior Wealth Strategy Associate in Charlotte, North Carolina. In this role, he focuses on developing and implementing wealth management strategies for clients.
Education and Expertise
Alex Bartolomeo earned his Bachelor's degree in Finance from the University of South Carolina - Darla Moore School of Business. His studies spanned from 2010 to 2014, providing him with a solid foundation in financial principles and practices. This educational background supports his expertise in wealth management and financial advising.
Background
Alex Bartolomeo began his career at UBS shortly after completing his education. His professional journey at UBS has allowed him to progress from a Client Service Associate to a Senior Wealth Strategy Associate. His experience in various roles within the company has equipped him with a comprehensive understanding of wealth management and client service.
Professional Experience
Prior to his current role, Alex Bartolomeo accumulated valuable experience at UBS as a Client Service Associate and a Financial Advisor. His tenure in these positions has contributed to his development in wealth strategy and client management. His ongoing role as a Senior Wealth Strategy Associate continues to build on this experience, focusing on delivering tailored financial solutions to clients.