Scott Schwalbert
About Scott Schwalbert
Scott Schwalbert is a Senior Wealth Strategy Associate at UBS, with extensive experience in wealth management across various financial institutions in the Boston area. He has held multiple roles, including positions at Vestmark and 42 North Private Bank, and holds a Master's Degree in Finance from Boston College.
Current Role at UBS
Scott Schwalbert currently serves as a Senior Wealth Strategy Associate at UBS in Boston, Massachusetts. He has held this position since 2023. In this role, he focuses on developing and implementing wealth management strategies for clients, leveraging his extensive experience in the financial services industry.
Previous Experience at UBS
Prior to his current role, Scott worked at UBS as a Wealth Strategy Associate for four months in 2023 and as a Client Service Associate for five months in 2022. His tenure at UBS allowed him to gain insights into client service and wealth strategy, contributing to his professional growth in the financial sector.
Background in Wealth Management
Scott has a diverse background in wealth management, having worked at 42 North Private Bank in various roles, including Analyst, Associate, and Vice President of Wealth Management. His progression within the company from Analyst to Vice President over a span of three years highlights his capability in managing client relationships and wealth strategies.
Education and Expertise
Scott holds a Bachelor of Science degree in Finance from the Wilbur O. and Ann Powers College of Business at Clemson University, where he studied from 2011 to 2015. He furthered his education by obtaining a Master of Science in Finance from Boston College’s Carroll School of Management, completing his studies in 2020. This educational background supports his expertise in financial analysis and wealth management.
Career Progression and Development
Scott's career includes significant roles at various financial institutions. He worked as a Senior Analyst at Vestmark for eight months in 2021 and as a Business Development professional at Dynamo Software from 2016 to 2018. His experience spans multiple capacities in the financial sector, contributing to his comprehensive understanding of wealth management and client services.