Pat Mancini
About Pat Mancini
Pat Mancini serves as the Senior Director of Fixed Income, Risk and Analytics at UBS, bringing over 35 years of experience in financial advisory and analytics. He has held various leadership roles in notable financial institutions across multiple countries, including MS&AD Insurance Group, RBS, and Allianz.
Work at UBS
Pat Mancini has been employed at UBS as a Senior Director Fixed Income, Risk and Analytics since 2008. With over 16 years of experience in this role, he operates from Zurich, Switzerland. His responsibilities include overseeing fixed income strategies and analytics, contributing to the firm's risk management and investment solutions.
Previous Experience in Financial Services
Prior to his current role at UBS, Pat Mancini held various positions in the financial services sector. He served as Vice President Fixed Income, Risk and Analytics at MS&AD Insurance Group in Tokyo, Japan, for one year from 2013 to 2014. He also worked at RBS as a Senior Personal Financial Advisor and Consultant from 1996 to 1998 in Greater Boston, and at Freddie Mac as Vice President Financial Advisor and Consultant from 1998 to 2001 in Richmond, Virginia.
Education and Expertise
Pat Mancini holds a Law Degree (LLB) from the University of Natal in South Africa, a Commerce Degree (B.Com) from the same institution, and an MBA focused on Business Analytics from the Schulich School of Business at York University. He also possesses a CPWA® certification from the University of Chicago, Booth School of Business. His educational background supports his expertise in financial accounting, fundamental analysis, business development, and quantitative analytics.
Specialization in Wealth Management
Pat Mancini specializes in guiding multi-generational families, endowments, and foundations through complex wealth challenges. His extensive experience, exceeding 35 years, enables him to provide valuable advice and education to affluent clients, addressing their unique financial needs and goals.
Career Overview
Throughout his career, Pat Mancini has held several significant positions in various financial institutions. His roles have included Managing Director at Allianz and AIG, as well as positions at Talanx and M&G Investments. His diverse experience across different regions, including Europe, Asia, and the United States, has contributed to his comprehensive understanding of global financial markets.