Matthew Hoffman

Matthew Hoffman Email and Phone Number

Managing Director @ UBS
New York, NY, US
Matthew Hoffman's Location
New York, New York, United States, United States
Matthew Hoffman's Contact Details

Matthew Hoffman personal email

n/a

Matthew Hoffman phone numbers

About Matthew Hoffman

My father was a financial advisor for 33 years so I grew up around investing and client service. I love growing people's net worth and building relationships. I try to customize all client portfolios. I don't just outsource the investing to all third party managers. "you own what I own". Clients tend to stay with me long term because we do the retirement planning work; and advise on all things financial in their lives...not just stocks and bonds./*********/**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.**

Matthew Hoffman's Current Company Details
UBS

Ubs

View
Managing Director
New York, NY, US
Website:
nyftyfitness.com
Employees:
28
Matthew Hoffman Work Experience Details
  • Ubs
    Managing Director
    Ubs
    New York, Ny, Us
  • Ubs
    Managing Director
    Ubs Apr 2021 - Present
    299 Park Avenue, New York, Ny 10171
  • J.P. Morgan
    Managing Director
    J.P. Morgan Apr 2019 - Apr 2021
    New York, Ny
  • Jp Morgan
    Executive Director Investments
    Jp Morgan Mar 2011 - Apr 2021
    Help individuals and families grow their wealth and/or retain income in retirement by designing stock and bond portfolios in conjunction with asset allocation and financial planning.
  • Oppenheimer & Co.
    Senior Vice President Investments
    Oppenheimer & Co. Oct 2004 - Mar 2011
  • Morgan Stanley
    Senior Vice Predident Investments
    Morgan Stanley Jan 1999 - Oct 2004
  • Cantor Fitzgerald
    Institutional Bond Broker
    Cantor Fitzgerald Oct 1994 - Jan 1999
    One World Trade Center 104 New York, Ny
    Interdealer broker of high yield par and distressed bank debt/loans.

Matthew Hoffman Skills

Asset Allocation Portfolio Management Bonds Retirement Planning Stock Picking College Savings Plans Fixed Income Analysis Indexing Syndicate Mortgage Lending

Matthew Hoffman Education Details

Frequently Asked Questions about Matthew Hoffman

What company does Matthew Hoffman work for?

Matthew Hoffman works for Ubs

What is Matthew Hoffman's role at the current company?

Matthew Hoffman's current role is Managing Director.

What is Matthew Hoffman's email address?

Matthew Hoffman's email address is ma****@****gan.com

What is Matthew Hoffman's direct phone number?

Matthew Hoffman's direct phone number is +191736*****

What schools did Matthew Hoffman attend?

Matthew Hoffman attended Northwestern University, The Pembroke Hill School, Swiss Semester In Zermatt.

What skills is Matthew Hoffman known for?

Matthew Hoffman has skills like Asset Allocation, Portfolio Management, Bonds, Retirement Planning, Stock Picking, College Savings Plans, Fixed Income Analysis, Indexing, Syndicate, Mortgage Lending.

Who are Matthew Hoffman's colleagues?

Matthew Hoffman's colleagues are Ethan Harro, Flloyd Rewa.

Not the Matthew Hoffman you were looking for?

  • Matthew Hoffman

    Ceo | Specializing In Private Capital And Oil & Gas Investments For Investors | Private Investments | Tax Benefits | Family Offices | Real Estate Diversification | Energy Sector
    Glen Allen, Va
    1
    gmail.com
  • Matthew Hoffman

    Partner At Roundtable Financial Group, Llc, Chief Compliance Officer At Candlewood Securities Llc And Cascadia Capital, Llc
    New Canaan, Ct
    4
    gmail.com, cs.com, hotmail.com, roundtablefg.com

    4 +191777XXXXX

  • Matthew Hoffman

    President And Chief Executive Officer At Sugar Cane Growers Cooperative Of Florida
    Wellington, Fl
    2
    tellusproducts.com, scgc.org

    3 +156199XXXXX

  • Matthew Hoffman

    Senior Vice President Of Wealth Management At Ubs
    New York, Ny
    1
    jpmorgan.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.