Joseph Tamburini, Cepa®
About Joseph Tamburini, Cepa®
Joseph Tamburini serves as the Senior Vice President of Private Wealth Management at UBS, a position he has held since 2022. He has extensive experience in the financial services industry, having previously worked at Morgan Stanley and Hambrecht & Quist.
Work at UBS
Joseph Tamburini serves as Senior Vice President in Private Wealth Management at UBS. He has been with the firm since 2022. In this role, he focuses on providing tailored financial strategies and investment solutions to high-net-worth clients. His extensive experience in wealth management allows him to navigate complex financial landscapes effectively.
Previous Experience at Morgan Stanley
Before joining UBS, Joseph Tamburini worked at Morgan Stanley for 24 years, from 1998 to 2022. He held several key positions, including Senior Vice President, Portfolio Management Director, and Alternative Investments Director. His tenure at Morgan Stanley involved managing client portfolios and developing investment strategies tailored to individual client needs.
Experience at Hambrecht & Quist
Joseph Tamburini began his career at Hambrecht & Quist, where he worked as Senior Vice President and Financial Advisor from 1993 to 1998. During his five years at the firm, he gained foundational experience in financial advisory services, focusing on client relations and investment strategies.
Education at Colby College
Joseph Tamburini studied at Colby College from 1988 to 1992, completing a four-year degree. His education provided him with a solid academic foundation that supports his career in finance and wealth management.
NMLS License Information
Joseph Tamburini holds the NMLS license number 1274509. This license is relevant for professionals in the mortgage and financial services industry, indicating his qualifications to engage in mortgage-related activities.