Marcel Venere
About Marcel Venere
Marcel Venere is a Senior Wealth Strategy Associate at UBS in New York, a position he has held since 2023. He has a background in finance, having previously worked as a Financial Advisor at UBS and completed internships at Castle Wealth Management.
Work at UBS
Marcel Venere has been employed at UBS since 2023, serving as a Senior Wealth Strategy Associate in New York, New York. In this role, he focuses on wealth management strategies, leveraging his experience in financial advisory to assist clients in achieving their financial goals. Prior to his current position, he worked as a Financial Advisor at UBS from 2019 to 2023, where he developed skills in client relationship management and investment strategies.
Education and Expertise
Marcel Venere studied at the University of Florida from 2017 to 2019, where he gained knowledge relevant to his career in wealth management. He also earned an Associate’s Degree from Palm Beach State College, completing his studies there from 2015 to 2016. This educational background has provided him with a solid foundation in finance and investment principles, which he applies in his current role.
Previous Experience at Castle Wealth Management
Before joining UBS, Marcel Venere gained practical experience at Castle Wealth Management. He worked as an Intern for six months in 2017, where he assisted with various tasks related to wealth management. In 2018, he returned to Castle Wealth Management as a Trading Assistant Intern for three months, further developing his skills in trading and financial analysis.
Career Progression
Marcel Venere's career in finance began with his internships at Castle Wealth Management, which provided him with early exposure to the industry. His transition to UBS as a Financial Advisor marked a significant step in his professional development, allowing him to build a client base and refine his advisory skills over four years before advancing to his current role as Senior Wealth Strategy Associate.