Clifton Spinney
About Clifton Spinney
Clifton Spinney serves as the Vice President Senior Portfolio Manager at UBS in Zurich, Switzerland, where he has worked since 2013. He previously held positions at Fidelity Investments and Merrill Lynch, accumulating over 14 years of experience in financial planning and portfolio management.
Current Role at UBS
Clifton Spinney serves as a Vice President and Senior Portfolio Manager at UBS, a position he has held since 2013. He operates from Zurich, Switzerland, contributing to the firm's global investment strategies. UBS is recognized for its extensive reach, with a presence in over 50 countries and nearly 900 offices worldwide. Spinney's role involves managing portfolios and providing strategic financial guidance to clients, leveraging UBS's resources and expertise.
Previous Experience at Fidelity Investments
Clifton Spinney worked at Fidelity Investments as a Financial Planning Consultant from 1999 to 2007. During his eight years in Boston, Massachusetts, he focused on providing comprehensive financial planning services. His experience at Fidelity laid a foundation for his later roles in portfolio management and financial advising.
Experience at Merrill Lynch
From 2007 to 2013, Clifton Spinney was employed at Merrill Lynch as a Certified Financial Planner. He spent six years in New York, New York, where he provided financial planning services to clients. This experience contributed to his expertise in portfolio management and client relations, further enhancing his professional qualifications.
Education and Expertise
Clifton Spinney studied at Merrimack College, where he earned a degree in Accounting and Finance from 1994 to 1999. This educational background equipped him with the necessary skills for his career in financial services, including portfolio management and financial planning.
Professional Registration
Clifton Spinney is registered to conduct business in 17 states across the United States, including major markets such as California, Florida, and New York. This registration allows him to provide financial services and advice to a diverse client base across the country.