Charles Day, Cima®
About Charles Day, Cima®
Charles Day, Cima®, is a Managing Director and Private Wealth Advisor at UBS, with extensive experience in portfolio management and leadership in various organizations. He holds a J.D. from Brooklyn Law School and a CIMA from The Wharton School, and has served on multiple boards, including the Food Bank for Westchester and Women in Need.
Work at UBS
Charles Day currently holds the position of Managing Director, Private Wealth Advisor, and Senior Portfolio Manager at UBS. He has been with the firm since 2019, contributing to the wealth management sector in New York, NY. Prior to his current role, he served as Senior Vice President and Senior Portfolio Manager at UBS from 2014 to 2019 in Greenwich, CT. His extensive experience in private wealth management positions him as a key figure within the organization.
Education and Expertise
Charles Day earned a Juris Doctor (J.D.) degree from Brooklyn Law School, where he studied law from 1988 to 1991. He also graduated from Carleton College with a Bachelor of Arts in Economics. In 2007, he completed the CIMA certification program at The Wharton School, enhancing his expertise in investment management. His educational background supports his roles in portfolio management and wealth advisory.
Background
Charles Day has a diverse professional background in finance and law. He began his career at Smith Barney Citigroup, where he worked as Senior Vice President and Senior Portfolio Manager from 1996 to 2006. Following this, he held a similar position at Morgan Stanley from 2006 to 2014. His leadership experience includes serving on the board of directors and as vice-chairman of the Food Bank for Westchester for ten years. He has also held significant roles in educational and charitable organizations.
Achievements
Charles Day has been actively involved in various organizations and initiatives. He serves as Board Treasurer and Chair of the Finance Committee for Women in Need, which operates homeless shelters in New York City. Additionally, he is a member of the Leadership Council of the New York State branch of the Nature Conservancy. His contributions to the field of law and finance have been recognized, as he is frequently quoted in Bloomberg and Financial Planning publications.
Leadership Roles
In addition to his financial career, Charles Day has held leadership positions in educational governance. He was the President of the Board of Education of the Katonah-Lewisboro School District, known for its high ranking in New York State. His involvement in education reflects his commitment to community service and leadership beyond the finance sector.