Daniel Gottlieb Email & Phone Number

In 1983 I began my career at Merrill Lynch. Subsequently I spent 8 years with Smith Barney. I have been a Financial Advisor at UBS since 2009. Specialties: My team and I focus on assisting founders, officers and directors of both public and private companies with their personal wealth and business needs including estate planning, and asset and liability management. We work extensively with our clients on pre-liquidity planning and post liquidity wealth management as well as diversification strategies for concentrated public and private equity positions. **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

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  University Of New Hampshire - Whittemore School Of Business And Economics

  Finance And Economics