Hunter Wynne, Awma®, Crpc®
About Hunter Wynne, Awma®, Crpc®
Hunter Wynne is a Senior Private Wealth Strategy Associate at UBS Private Wealth Management in New York, NY, with extensive experience in wealth management and investment banking. He holds the designations of Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®).
Current Role at UBS
Hunter Wynne serves as a Senior Private Wealth Strategy Associate at UBS Private Wealth Management. He has held this position since 2020, contributing to the firm's wealth management strategies in New York, NY. In this role, he leverages his extensive experience in private wealth management to provide tailored financial solutions to clients.
Previous Experience at UBS
Prior to his current role, Hunter Wynne worked at UBS Private Wealth Management as a Wealth Strategy Associate - Relationship Manager from 2016 to 2020. During this four-year period, he focused on developing and managing client relationships, enhancing the firm's service offerings in private wealth management.
Background in Investment Banking
Hunter Wynne began his career in investment banking at Jesup & Lamont Securities, where he worked as an Analyst from 2009 to 2010. This role provided him with foundational knowledge in financial analysis and investment strategies. He later co-founded India Western Capital Partners, serving as Director from 2010 to 2013, where he gained international experience in the financial sector.
Education and Qualifications
Hunter Wynne studied Business Administration at the Questrom School of Business, Boston University, where he earned a Bachelor of Science degree in 2009. He holds professional designations as an Accredited Wealth Management Advisor (AWMA®) and a Chartered Retirement Planning Counselor (CRPC®), which signify his expertise in wealth management and retirement planning.
International Experience
Hunter Wynne has significant experience in both US and international markets. He worked in Mumbai, India, as Director and Co-Founder of India Western Capital Partners, and has also gained experience in New York, USA, through various roles in private wealth management and investment banking. This diverse background enhances his ability to serve clients with global financial needs.