Chan Sweetser
About Chan Sweetser
Chan Sweetser is a Portfolio Manager at UBS Wealth Management in Zurich, Switzerland, where he has worked since 2009. He previously held the position of First Vice President at Morgan Stanley for 18 years in New York City and has an MBA from Harvard Business School.
Work at UBS
Chan Sweetser has been a Portfolio Manager at UBS Wealth Management since 2009. He operates from Zurich, Switzerland, where he has accumulated over 15 years of experience in this role. His responsibilities include managing client portfolios and providing investment strategies tailored to individual client needs.
Previous Experience at Morgan Stanley
Before joining UBS, Chan Sweetser worked at Morgan Stanley for 18 years, holding the position of First Vice President from 1991 to 2009. During his tenure in New York, New York, he developed expertise in financial services and client management, contributing to the firm's success.
Education and Expertise
Chan Sweetser earned a Master of Business Administration from Harvard Business School, studying from 1971 to 1973. He also attended Rensselaer Polytechnic Institute, where he studied Management and Engineering from 2099 to 2103. Additionally, he completed a program at the College for Financial Planning from 2005 to 2006, enhancing his knowledge in financial advisory.