Dan Torbeck, Cfa
About Dan Torbeck, Cfa
Dan Torbeck is a Managing Director at UBS with FTB Financial Services, where he has worked since 1998. He is actively involved in philanthropic efforts and serves on the St. Ursula Academy Board of Trustees.
Work at UBS
Dan Torbeck has held the position of Managing Director at UBS since 1998, marking a tenure of 26 years. In this role, he has been instrumental in shaping client relationships and enhancing service delivery. His contributions include serving on the UBS Financial Advisor Advisory Council (FAAC) from 2013 to 2014, where he focused on initiatives to make UBS more client and advisor centric.
Education and Expertise
Dan Torbeck studied at Miami University, where he earned a Bachelor of Science degree in Finance from 1980 to 1983. His educational background in finance supports his expertise in managing financial services and advising clients in a complex financial landscape.
Background
Dan Torbeck is actively involved in his community and serves on the St. Ursula Academy Board of Trustees. His professional background is complemented by his participation in various philanthropic activities, reflecting his commitment to community service and leadership.
Achievements
Throughout his career, Dan Torbeck has been involved with several organizations, including the Cincinnati Business Alliance, Easter Seals, and the Our Lady of the Sacred Heart Finance Committee. He has also served on the Blue Ash YMCA board, contributing to various community initiatives and support programs.