Andrew Baldassarre
About Andrew Baldassarre
Andrew Baldassarre serves as the Senior Vice President of Wealth Management at UBS, where he has worked since 2009. He has significant experience in the investment industry and holds the Chartered Financial Analyst (CFA) designation.
Work at UBS
Andrew Baldassarre has been serving as Senior Vice President in Wealth Management at UBS since 2009. He has accumulated 15 years of experience in this role, contributing to the firm's wealth management services. Although his position is based in Zurich, Switzerland, he operates primarily within the Hartford, Connecticut area, allowing him to engage with clients in the U.S. market while leveraging UBS's global resources.
Previous Experience at U.S. Trust
Before joining UBS, Andrew Baldassarre worked at U.S. Trust as a Senior Vice President from 2007 to 2008. His tenure at U.S. Trust lasted for one year, during which he gained valuable insights and experience in the investment industry, particularly in wealth management. This role helped establish his foundation in financial services, contributing to his expertise in managing client portfolios.
Education and Expertise
Andrew Baldassarre holds the Chartered Financial Analyst (CFA) designation, a credential that signifies his expertise in investment analysis and portfolio management. The CFA designation is recognized globally and requires rigorous examinations and professional experience, underscoring his commitment to maintaining high standards in the investment industry.
Background
Andrew Baldassarre has extensive experience in the investment industry, focusing on wealth management. His career spans multiple years, during which he has developed a strong understanding of financial markets and client relationship management. His professional journey reflects a dedication to providing comprehensive financial solutions to clients.