Patrick Guarnieri
About Patrick Guarnieri
Patrick Guarnieri serves as the Senior Vice President and Portfolio Manager in Wealth Management at UBS, a position he has held since 2004. He earned a Bachelor of Science degree in Finance and Marketing from the University of Virginia's McIntire School of Commerce.
Work at UBS
Patrick Guarnieri has been employed at UBS since 2004. He holds the position of Senior Vice President in Wealth Management, where he serves as a Portfolio Manager. His role involves managing client portfolios and providing financial advice tailored to individual client needs. Over his 20 years at UBS, he has developed a deep understanding of wealth management strategies and investment solutions.
Education and Expertise
Patrick Guarnieri studied at the University of Virginia, where he focused on Finance and Marketing. He earned a Bachelor of Science degree from the McIntire School of Commerce. His educational background provides a strong foundation for his work in wealth management and portfolio management, equipping him with the necessary skills to analyze market trends and develop investment strategies.
Background
Patrick Guarnieri has built a career in finance and wealth management, starting his professional journey after completing his education at the University of Virginia. His extensive experience at UBS has allowed him to cultivate a robust network and gain insights into the financial markets, contributing to his effectiveness as a Portfolio Manager.
Professional Role and Responsibilities
As a Senior Vice President and Portfolio Manager at UBS, Patrick Guarnieri is responsible for overseeing investment portfolios for clients. His role includes assessing client financial goals, developing personalized investment strategies, and monitoring portfolio performance. He utilizes his expertise in finance and marketing to enhance client relationships and deliver tailored financial solutions.