Joseph Condon, Cfp
About Joseph Condon, Cfp
Joseph Condon is a Senior Vice President in Wealth Management at UBS, specializing in various financial planning areas including investment strategy and tax optimization. He has over 15 years of experience as a Certified Financial Planner and has held several key positions in the financial services industry.
Work at UBS
Joseph Condon has been serving as Senior Vice President in Wealth Management at UBS since 2020. His role involves providing comprehensive financial planning services, focusing on areas such as investment strategy, tax optimization, and risk mitigation. Condon previously held the position of Vice President in Wealth Management at UBS from 2016 to 2020. His current office is located at 1285 Avenue of the Americas, New York, NY.
Education and Expertise
Joseph Condon earned his Bachelor's degree in Finance and Operations Management from the Isenberg School of Management at UMass Amherst, where he studied from 2000 to 2002. He is a Certified Financial Planner (CFP) Professional with over 15 years of experience in the financial planning industry. His expertise includes business exit planning, advanced wealth transfer strategies, and philanthropic planning.
Background
Before joining UBS, Joseph Condon worked at Lenox Advisors as Senior Vice President from 2003 to 2016, where he accumulated 13 years of experience in financial advisory services. He also served as the Director of Financial Planning at an independent firm, overseeing the Financial Planning team and collaborating with individual clients on their financial strategies.
Achievements
Joseph Condon has developed a strong reputation in the financial services industry, particularly in planning for business exits and investment strategies. He is registered to provide financial services across multiple states, including Connecticut, District of Columbia, Hawaii, Maryland, Maine, New Jersey, New York, Pennsylvania, and Vermont, demonstrating his broad reach and capability in serving clients in various jurisdictions.