Morgan Paul Hees
About Morgan Paul Hees
Morgan Paul Hees serves as the Senior Vice President of Wealth Management and Senior Portfolio Manager at UBS Financial Services, Inc. in Santa Fe, NM, where he has worked since 2015, bringing nearly two decades of experience from Morgan Stanley.
Work at UBS
Morgan Paul Hees has been employed at UBS Financial Services, Inc. since 2015, serving as Senior Vice President in Wealth Management and Senior Portfolio Manager. He has spent nine years in this role, contributing to the firm's operations in Santa Fe, New Mexico. His responsibilities include managing client portfolios and providing wealth management services, leveraging his extensive experience in the financial services sector.
Education and Expertise
Morgan Paul Hees earned a Master of Business Administration (MBA) from Claremont Graduate University, specifically from the Peter F. Drucker and Masatoshi Ito Graduate School of Management, where he studied from 1989 to 1991. Prior to this, he obtained a Bachelor of Arts (B.A.) in Political Science and Government from the University of California, Berkeley, studying there from 1979 to 1981. His educational background supports his expertise in wealth management and portfolio management.
Background
Before joining UBS Financial Services, Morgan Paul Hees worked at Morgan Stanley for nearly 20 years. His long tenure at Morgan Stanley provided him with a solid foundation in financial services, which he has built upon during his time at UBS. He is based in Santa Fe, New Mexico, where he plays a role in the local financial services landscape.
Achievements
Morgan Paul Hees has extensive experience in wealth management and portfolio management, having successfully transitioned from Morgan Stanley to UBS Financial Services. His career reflects a commitment to providing quality financial services and managing client investments effectively. His role as Senior Vice President and Senior Portfolio Manager at UBS highlights his professional growth and expertise in the industry.