Bill Lovett, Cfa
AeroLeads people directory · profile

Bill Lovett, Cfa Email & Phone Number

Managing Director - UBS Private Wealth Management at UBS Financial Services
Location: Charlotte, North Carolina, United States 4 work roles 2 schools
2 work emails found @ubs.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email b****@ubs.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
UBS Financial Services
Role
Managing Director - UBS Private Wealth Management
Location
Charlotte, North Carolina, United States
Company size
118049 employees

Who is Bill Lovett, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bill Lovett, Cfa is listed as Managing Director - UBS Private Wealth Management at UBS Financial Services, a with 118049 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Bill Lovett, Cfa.

Bill Lovett, Cfa previously worked as Wealth Advisor at Ubs Financial Services and Vice President at Wells Fargo Securities. Bill Lovett, Cfa holds Bachelor Of Arts, Economics And History from Duke University.

Company email context

Email format at UBS Financial Services

This section adds company-level context without repeating Bill Lovett, Cfa's masked contact details.

*@ubs.com
74% confidence

AeroLeads found 2 current-domain work email signals for Bill Lovett, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Bill Lovett, Cfa

By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates./*********/**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.**

Current workplace

Bill Lovett, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

UBS Financial Services
Ubs Financial Services
Managing Director - UBS Private Wealth Management
Website
ubs.com
Employees
118049
AeroLeads page
Company profile
View company profile Email format
4 roles

Bill Lovett, Cfa work experience

A career timeline built from the work history available for this profile.

Vice President

Wells Fargo Securities

San Francisco, California, Us

Leveraged Debt Syndicate

Nov 2001 - Jun 2009
Team & coworkers

Colleagues at UBS Financial Services

Other employees you can reach at ubs.com. View company contacts for 118049 employees →

CO Christian Oppliger Christian Oppliger Colleague at Ubs Financial ServicesGeneva, Switzerland View → NB Naomi Brüesch Naomi Brüesch Colleague at Ubs Financial ServicesZurich, Switzerland View → JC Jenny Chen Jenny Chen Colleague at Ubs Financial ServicesHong Kong Sar, Hong Kong View → IS Isobel Stubbs Isobel Stubbs Colleague at Ubs Financial ServicesLondon, England, United Kingdom View → MS Martin Schiesser Martin Schiesser Colleague at Ubs Financial ServicesZurich, Switzerland View → RT Roland Theiß Roland Theiß Colleague at Ubs Financial ServicesSchopfheim, Baden-Württemberg, Germany View → RG Roberto Gollner Roberto Gollner Colleague at Ubs Financial ServicesZurich, Switzerland View → MW Marc Weber Marc Weber Colleague at Ubs Financial ServicesZurich, Switzerland View → TK Thomas Kellersberger Thomas Kellersberger Colleague at Ubs Financial ServicesWetzikon, Zurich, Switzerland View → HP Heather Phillips, Cfp®, Crpc™ Heather Phillips, Cfp®, Crpc™ Colleague at Ubs Financial ServicesManchester, New Hampshire, United States View →
2 education records

Bill Lovett, Cfa education

Bachelor Of Arts, Economics And History

Duke University

Education record

Lake Highland Preparatory School
FAQ

Frequently asked questions about Bill Lovett, Cfa

Quick answers generated from the profile data available on this page.

What company does Bill Lovett, Cfa work for?

Bill Lovett, Cfa works for UBS Financial Services.

What is Bill Lovett, Cfa's role at UBS Financial Services?

Bill Lovett, Cfa is listed as Managing Director - UBS Private Wealth Management at UBS Financial Services.

What is Bill Lovett, Cfa's email address?

AeroLeads has found 2 work email signals at @ubs.com for Bill Lovett, Cfa at UBS Financial Services.

Where is Bill Lovett, Cfa based?

Bill Lovett, Cfa is based in Charlotte, North Carolina, United States while working with UBS Financial Services.

What companies has Bill Lovett, Cfa worked for?

Bill Lovett, Cfa has worked for Ubs Financial Services, Wells Fargo Securities, and Trusco Capital Management.

Who are Bill Lovett, Cfa's colleagues at UBS Financial Services?

Bill Lovett, Cfa's colleagues at UBS Financial Services include Christian Oppliger, Naomi Brüesch, Jenny Chen, Isobel Stubbs, and Martin Schiesser.

How can I contact Bill Lovett, Cfa?

You can use AeroLeads to view verified contact signals for Bill Lovett, Cfa at UBS Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Bill Lovett, Cfa attend?

Bill Lovett, Cfa holds Bachelor Of Arts, Economics And History from Duke University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.