Oliver Dow
About Oliver Dow
Oliver Dow is a Senior Wealth Strategy Associate at UBS, specializing in wealth strategy development for high-net-worth clients. He holds a Bachelor's degree in Business Administration with concentrations in Finance and Entrepreneurship from Northeastern University and has extensive experience in corporate finance and private wealth management.
Work at UBS
Oliver Dow has been employed at UBS as a Senior Wealth Strategy Associate since 2021. In this role, he focuses on developing wealth strategies for high-net-worth clients in the Coral Gables area. His experience in both corporate finance solutions and private wealth management allows him to provide a comprehensive perspective on wealth strategy. His contributions are aimed at enhancing client relationships and optimizing financial outcomes.
Education and Expertise
Oliver Dow earned his Bachelor's degree in Business Administration with concentrations in Finance and Entrepreneurship from Northeastern University, studying from 2014 to 2018. He also participated in a summer course at Georgetown University in 2011, which focused on leadership in a global economy. Additionally, he studied Business Administration and Management at Suffolk University from 2013 to 2014. This educational background equips him with a solid foundation in finance and business management.
Background
Before joining UBS, Oliver Dow held several positions in the finance and real estate sectors. He worked as a Real Estate Associate at Luxury Residential Group, LLC from 2013 to 2016. He then served as a Fund Portfolio Analyst at MassDevelopment for six months in 2016. Following this, he worked as an Investment Associate at Citi from 2018 to 2021, and as a Private Wealth Management Analyst at Santander Private Banking International for six months in 2018. His diverse background contributes to his expertise in wealth management.
Professional Experience
Oliver Dow's professional experience spans various roles in finance and real estate. He began his career as a Real Estate Associate at Luxury Residential Group, LLC, where he worked for three years. He then transitioned to MassDevelopment as a Fund Portfolio Analyst for a brief period. His tenure at Citi as an Investment Associate lasted three years, followed by a six-month role at Santander Private Banking International as a Private Wealth Management Analyst. This range of experience has shaped his approach to wealth strategy.