Dinh Truong
About Dinh Truong
Dinh Truong is the Managing Director of Wealth Management at UBS, having transitioned to this role in 2023 after a 16-year tenure at First Republic Investment Management. He holds a Bachelor of Science degree from Saint John's University, where he studied from 1996 to 2000.
Current Role at UBS
Dinh Truong serves as Managing Director in Wealth Management at UBS. He has been in this position since 2023, contributing to the firm's wealth management strategies and client services in New York, New York. His role involves overseeing investment portfolios and providing tailored financial solutions to clients.
Previous Experience at First Republic Investment Management
Prior to joining UBS, Dinh Truong worked at First Republic Investment Management for 16 years. He held the position of Managing Director - Portfolio Manager from 2007 to 2023, where he managed investment portfolios and developed client relationships. Earlier, he served as a Personal Banker from 2004 to 2007, focusing on client financial needs and banking services.
Education and Expertise
Dinh Truong earned a Bachelor of Science (B.S.) degree from Saint John's University, completing his studies from 1996 to 2000. His educational background provides a strong foundation for his career in wealth management and finance.
Professional Background
Dinh Truong has extensive experience in the financial services industry, primarily in wealth management and investment management. His career spans nearly two decades, with significant roles in both personal banking and portfolio management, demonstrating a comprehensive understanding of client financial needs and investment strategies.