Kieran Maloney
About Kieran Maloney
Kieran Maloney serves as the Senior Vice President of Wealth Management at UBS Financial Services Inc., where he develops tailored investment strategies for clients. He has a background in Business, Management, Marketing, and Related Support Services from Long Island University-Rockland Campus and has built a knowledgeable team to assist clients since joining UBS in 2014.
Work at UBS
Kieran Maloney has served as Senior Vice President in Wealth Management at UBS Financial Services Inc. since 2014. He operates in the Santa Barbara, California area, where he has spent a decade developing investment strategies tailored to the unique needs of individual clients. His role involves collaborating with a team of experienced partners to enhance client relationships and deliver customized financial solutions.
Education and Expertise
Kieran Maloney studied at Long Island University-Rockland Campus, where he earned a degree in Business, Management, Marketing, and Related Support Services. This educational background provides him with a solid foundation in business principles, which he applies in his wealth management practice. His expertise includes developing investment strategies that consider both the risks and rewards associated with various investment opportunities.
Background
Kieran Maloney has built a team of knowledgeable partners to assist in his wealth management practice. This collaborative approach allows him to provide comprehensive financial advice and support to clients and prospects. His focus on understanding client needs and preferences is central to his practice, ensuring that investment strategies are aligned with individual goals.
Client Advisory Approach
In his advisory role, Kieran Maloney emphasizes the importance of understanding the inherent risks and rewards of investments. He aims to educate clients about their investment choices, enabling them to make informed decisions. This client-centric approach is a key aspect of his wealth management strategy, fostering trust and long-term relationships.