Morris Betesh
About Morris Betesh
Morris Betesh serves as the Senior Vice President of Wealth Management and Portfolio Manager at UBS, focusing on wealth management solutions for high-net-worth clients. With over 23 years of experience in the financial services industry, he specializes in retirement planning, fiduciary services, and investment strategies.
Work at UBS
Morris Betesh serves as the Senior Vice President of Wealth Management and Portfolio Manager at UBS. He has been with the firm since 2023, working in the New York City Metropolitan Area. In this role, he focuses on delivering comprehensive wealth management solutions tailored to high-net-worth individuals and families. His expertise in retirement planning, fiduciary services, and investment strategies supports his commitment to providing clients with effective financial guidance.
Previous Experience at Merrill Lynch
Before joining UBS, Morris Betesh worked at Merrill Lynch Wealth Management for 13 years, holding the position of Senior Financial Advisor and Senior Vice President from 2010 to 2023. His tenure at Merrill Lynch allowed him to develop extensive experience in wealth management and client relations, further enhancing his capabilities in the financial services industry.
Education and Expertise
Morris Betesh earned his Bachelor's Degree from New York University, where he studied from 1984 to 1988. He holds multiple professional credentials, including Chartered Financial Consultant, Certified Plan Fiduciary Advisor, and Chartered Retirement Planning Counselor. These qualifications reflect his dedication to continuous learning and development in the financial services field.
Industry Experience
With over 23 years of experience in the financial services industry, Morris Betesh has developed a strong foundation in wealth management. His specialization in retirement planning, fiduciary services, and investment strategies positions him as a knowledgeable resource for clients seeking to navigate complex financial landscapes.