Spencer Stone
About Spencer Stone
Spencer Stone serves as the Senior Vice President of Wealth Management and Senior Portfolio Manager at UBS in Zurich, Switzerland, where he has worked since 2016. He specializes in innovative wealth management strategies and provides tailored financial solutions to clients across over 25 states in the US.
Work at UBS
Spencer Stone serves as the Senior Vice President of Wealth Management and Senior Portfolio Manager at UBS. He has held this position since 2016, contributing to the firm's wealth management strategies in Zurich, Switzerland. In this role, he emphasizes innovative thinking and focuses on delivering customized financial solutions tailored to the specific needs of clients. His expertise allows him to provide wealth management services to clients across more than 25 states in the United States.
Previous Experience at Morgan Stanley
Before joining UBS, Spencer Stone worked at Morgan Stanley as a Senior Vice President and Financial Advisor from 2007 to 2016. During his nine years at the firm, he developed a strong foundation in financial advisory services, which contributed to his current expertise in wealth management. His experience in New York, New York, equipped him with valuable insights into market trends and client relationship management.
Education and Expertise
Spencer Stone studied at Miami University, where he focused on Psychology and Business. He furthered his education at The University of Toledo, earning a Master of Business Administration with a concentration in Finance. This educational background supports his approach to wealth management, allowing him to integrate psychological insights with financial strategies to better serve his clients.
Wealth Management Strategies
In his role, Spencer Stone emphasizes innovative thinking in wealth management strategies. He is dedicated to creating customized financial solutions that address the unique needs of each client. His approach combines analytical skills with a deep understanding of client objectives, ensuring that the wealth management services provided are both effective and personalized.