Gary Amaral, Cfp®, Cima®, Cpwa®, Crpc®
About Gary Amaral, Cfp®, Cima®, Cpwa®, Crpc®
Gary Amaral is an Executive Director and Senior Portfolio Manager at UBS Private Wealth Management, specializing in wealth management for affluent families. He holds multiple professional designations and has over two decades of experience in the financial services industry.
Work at UBS
Gary Amaral has been employed at UBS Private Wealth Management since 2015, serving as an Executive Director and Senior Portfolio Manager. In this role, he focuses on designing and implementing wealth management strategies for affluent and ultra-affluent families. His responsibilities include advising clients on wealth preservation, growth, and transfer strategies. Amaral operates from the UBS office located at 2000 Avenue of the Stars, 7th Floor North, Los Angeles, CA 90067.
Education and Expertise
Gary Amaral holds a Bachelor of Science degree in Finance from the University of Nevada-Las Vegas. He furthered his education by obtaining a Master of Business Administration (M.B.A.) from the University of Southern California. In addition to his academic qualifications, he holds multiple professional designations, including Certified Financial Planner (CFP®), Chartered Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), and Chartered Retirement Planning Counselor (CRPC®).
Background
Prior to his tenure at UBS, Gary Amaral worked at Merrill Lynch Private Banking and Investment Group for 18 years, where he held the position of Senior Vice President, Investments from 1997 to 2015. His extensive experience in the financial services industry has equipped him with the skills necessary to advise corporate executives and business owners on complex wealth management issues.
Achievements
In 2015, Gary Amaral was recognized as one of the Financial Times 400 Top Financial Advisors. This recognition highlights his expertise and commitment to providing high-quality financial advice and wealth management services to his clients.
Specializations
Gary Amaral specializes in creating cohesive strategies for managing significant wealth. His areas of expertise include philanthropy, investment strategies, asset management, and strategic financial planning. He is experienced in advising clients on various aspects of wealth management, ensuring that their financial goals are met effectively.