Nancy Matta, Cfp®, Cima®, Crpc®
About Nancy Matta, Cfp®, Cima®, Crpc®
Nancy Matta is a Senior Vice President of Wealth Management at UBS, where she has worked since 2009. She holds multiple financial certifications and has been recognized in various publications for her contributions to the field.
Work at UBS
Nancy Matta has been serving as Senior Vice President in Wealth Management at UBS since 2009. With over 15 years of experience in this role, she has developed a strong reputation for her expertise in financial planning and investment management. Her tenure at UBS has allowed her to leverage her extensive background in finance to provide tailored wealth management solutions to her clients.
Education and Expertise
Nancy Matta pursued her education in financial planning and investment management at prestigious institutions. She studied at NYU School of Professional Studies, where she achieved the Certified Financial Planner designation from 1998 to 2000. Additionally, she attended The Wharton School, earning the Certified Investment Management Analyst credential from 1999 to 2000. Her foundational education in psychology was completed at SUNY Oneonta from 1973 to 1977.
Background
Before joining UBS, Nancy Matta worked at Merrill Lynch for 29 years, where she held the position of First Vice President - Investments from 1980 to 2009. This extensive experience in the financial services industry has equipped her with a deep understanding of investment strategies and client relationship management. She is fluent in Spanish, which enhances her ability to connect with a diverse clientele.
Achievements
Nancy Matta has been recognized for her contributions to the financial advisory field. She was inducted into Research magazine's Hall of Fame for top advisors, highlighting her status as a leading figure in wealth management. Additionally, she has been featured in notable publications such as Time magazine, Barron's, and The Wall Street Journal, and was recognized as a 'pioneer' in Latino Leaders magazine.
Community Involvement
Nancy Matta actively participates in community service and charitable organizations. She serves on the board of Catholic Charities of New York and supports various initiatives, including the Hunger Project of NYC, the Mary Louis Academy, the St. Nicholas Project, and the Order of Malta. Her involvement reflects her commitment to giving back to the community and supporting those in need.