Bart Helfet
About Bart Helfet
Bart Helfet is a Director and Associate Market Executive at UBS, with a background in financial services that includes various roles at Morgan Stanley. He has extensive climbing experience, having summited notable peaks around the world.
Current Role at UBS
Bart Helfet serves as the Director, Associate Market Executive at UBS since 2023. He is based in Denver, Colorado, United States. In this role, he is responsible for overseeing market operations and contributing to the strategic direction of the firm within the region.
Previous Experience at Morgan Stanley
Bart Helfet has a comprehensive background with Morgan Stanley, where he held multiple positions over several years. He worked as an Associate Complex Manager from 2019 to 2021 in Walnut Creek, CA, and as a Business Development Manager from 2017 to 2019 in Woodland Hills, CA. Additionally, he served as a Private Banking Advisory Associate in Denver, CO, from 2013 to 2014, and as a Regional Analyst in Los Angeles, CA, from 2014 to 2016. His tenure at Morgan Stanley began as a Branch Analyst in Denver, CO, from 2011 to 2013.
Education and Expertise
Bart Helfet earned a Bachelor of Arts degree in Economics and History from Tulane University. His academic background provides a strong foundation for his roles in financial services, particularly in market analysis and business development.
Climbing Experience
Bart Helfet has extensive climbing experience, having summited notable peaks such as Mount Kilimanjaro and Grand Teton. He has also climbed 24 of Colorado’s 54 mountains that exceed 14,000 feet. His climbing endeavors extend to diverse global locations, including Tibet, Myanmar, Thailand, Chile, Peru, Switzerland, Italy, and France.