Joseph Spak
About Joseph Spak
Joseph Spak is a Managing Director at UBS, where he has worked since 2023. He has a background in finance, with previous roles at Citi, RBC Capital Markets, Banc of America Securities, and Nasdaq Stock Market.
Current Role at UBS
Joseph Spak serves as Managing Director at UBS, a position he has held since 2023. He is based in New York, New York, United States, and works on-site. In this role, he is involved in various financial services and investment banking activities, leveraging his extensive experience in the industry.
Previous Experience at RBC Capital Markets
Prior to his current role, Joseph Spak worked at RBC Capital Markets as Managing Director from 2008 to 2023. During his 15 years at RBC, he contributed to the firm's investment banking and financial services, focusing on client relationships and strategic financial solutions within the greater New York City area.
Early Career at Citi and Nasdaq
Joseph Spak began his career as an Investment Banking Analyst at Citi, specifically at Salomon Smith Barney, from 1999 to 2001. He then transitioned to Nasdaq Stock Market, where he worked as a Senior Financial Analyst from 2001 to 2004. These early roles provided him with foundational experience in investment banking and financial analysis.
Education and Expertise
Joseph Spak holds a Bachelor of Business Administration (BBA) in Finance from the University of Michigan, where he studied from 1995 to 1999. He furthered his education by earning a Master of Business Administration (MBA) in Finance and Investment Management from Yale School of Management, completing his studies from 2004 to 2006. His academic background supports his expertise in finance and investment strategies.
Experience at Banc of America Securities
From 2006 to 2008, Joseph Spak worked as an Associate at Banc of America Securities. In this role, he gained additional experience in financial services, contributing to the firm's investment banking operations and client engagements.