Matthew Rottenberg
About Matthew Rottenberg
Matthew Rottenberg is a Wealth Planning Analyst at UBS in Zurich, Switzerland, where he has worked since 2015. He specializes in building client relationships and creating tailored financial plans based on individual financial goals.
Work at UBS
Matthew Rottenberg has served as a Wealth Planning Analyst at UBS since 2015, accumulating nine years of experience in this role. Based in Zurich, Switzerland, he focuses on developing relationships with clients to understand their unique financial goals and challenges. He utilizes elite resources at UBS to create comprehensive financial plans tailored to individual client needs. Prior to his current position, he interned as an Intern to Financial Advisors at UBS for one month in 2012.
Previous Experience
Before joining UBS, Matthew Rottenberg worked at Vanguard as an Investment Professional from 2014 to 2015 for one year in Valley Forge, Pennsylvania. He also held the position of Administrative Assistant at Rrbb from 2008 to 2014 for six years in Somerset, New Jersey. These roles contributed to his foundational knowledge in financial services and client management.
Education and Expertise
Matthew Rottenberg studied at the University of Delaware, specifically at the Lerner College of Business and Economics. He earned a Bachelor of Science degree in Finance, completing his studies from 2010 to 2014. This educational background provides him with a solid foundation in financial principles and practices, which he applies in his current role.
Client Relationship Focus
In his role as a Wealth Planning Analyst, Matthew Rottenberg emphasizes the importance of understanding clients' financial situations and future goals. He evaluates clients' current financial circumstances to determine the suitability of his financial planning process, ensuring that each plan is tailored to meet individual client needs.