Joseph Bonacci
About Joseph Bonacci
Joseph Bonacci serves as the First Vice President of Wealth Management at UBS Financial, where he has worked since 2009. He has a background in finance and aviation, holding an MBA in International Economics and Finance, and is an active member of various community and aviation organizations.
Current Role at UBS
Joseph Bonacci serves as the First Vice President of Wealth Management at UBS Financial. He has held this position since 2009, contributing to the firm's wealth management strategies and client relations for over 15 years. His extensive experience in financial advisory roles enables him to provide tailored investment solutions to clients.
Previous Experience at Merrill Lynch
Prior to his current role, Joseph Bonacci worked at Merrill Lynch as a Senior Financial Advisor from 1996 to 2009. During his 13 years at Merrill Lynch, he developed a strong foundation in financial planning and investment management, which has informed his subsequent career in wealth management.
Education and Expertise
Joseph Bonacci holds an MBA in International Economics and Finance from Pace University-Lubin School of Business, which he completed from 1984 to 1988. He also earned a Bachelor of Science in Business Management from the University of Tampa between 1977 and 1981. Additionally, he is studying Exit Planning and achieving CEPA through the Exit Planning Institute since 2020, enhancing his expertise in business transitions.
Aviation Involvement and Leadership
Joseph Bonacci is an instrument-rated private pilot, showcasing advanced skills in aviation. He serves as the President of the Monmouth Area Flying Club, where he demonstrates leadership in aviation-related activities. Furthermore, he is an FAA Safety Team Representative (FAASTeam), contributing to initiatives aimed at improving aviation safety.
Community Engagement and Teaching
In addition to his professional roles, Joseph Bonacci is actively involved in community service through various volunteer organizations. He also shares his knowledge as a lecturer/instructor at Brookdale Community College in Lincroft, NJ, where he imparts his expertise to students. His hobbies include flying and motorcycle riding, and he is a member of the Indian Motorcycle Rider Group, reflecting his engagement in both aviation and motorcycling communities.