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Matthew Hoffman Email & Phone Number
Managing Director
at
UBS
1 work email found
@ubs.com
2 phones found area 917
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
New York, United States
Company size
Who is Matthew Hoffman? Overview
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Quick answer
Matthew Hoffman is listed as Managing Director at UBS, a with 28 employees, based in New York, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 917, and a matched LinkedIn profile for Matthew Hoffman.
Matthew Hoffman previously worked as Managing Director at J.P. Morgan and Executive Director Investments at Jp Morgan. Matthew Hoffman holds Bachelor Of Arts (Ba), Economics from Northwestern University.
Company email context
Email format at UBS
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{first}.{last}@ubs.com
86% confidence
AeroLeads found 1 current-domain work email signal for Matthew Hoffman. Compare company email patterns before reaching out.
Profile bio
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.**
Listed skills include Asset Allocation, Portfolio Management, Bonds, Retirement Planning, and 6 others.
Current workplace
Matthew Hoffman's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
7 roles
Matthew Hoffman work experience
A career timeline built from the work history available for this profile.
Managing Director
Current
Apr 2021 - Present
Managing Director
Apr 2019 - Apr 2021
Executive Director Investments
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.
Mar 2011 - Apr 2021
Senior Vice President Investments
Oct 2004 - Mar 2011
Senior Vice Predident Investments
Jan 1999 - Oct 2004
Institutional Bond Broker
Interdealer broker of high yield par and distressed bank debt/loans.
Oct 1994 - Jan 1999
3 education records
Matthew Hoffman education
Bachelor Of Arts (Ba), Economics
Education record
The Pembroke Hill School
Education record
Swiss Semester In Zermatt
FAQ
Frequently asked questions about Matthew Hoffman
Quick answers generated from the profile data available on this page.
What company does Matthew Hoffman work for?
Matthew Hoffman works for UBS.
What is Matthew Hoffman's role at UBS?
Matthew Hoffman is listed as Managing Director at UBS.
What is Matthew Hoffman's email address?
AeroLeads has found 1 work email signal at @ubs.com for Matthew Hoffman at UBS.
What is Matthew Hoffman's phone number?
AeroLeads has found 2 phone signal(s) with area code 917 for Matthew Hoffman at UBS.
Where is Matthew Hoffman based?
Matthew Hoffman is based in New York, United States while working with UBS.
What companies has Matthew Hoffman worked for?
Matthew Hoffman has worked for Ubs, J.P. Morgan, Jp Morgan, Oppenheimer & Co., and Morgan Stanley.
Who are Matthew Hoffman's colleagues at UBS?
Matthew Hoffman's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Matthew Hoffman?
You can use AeroLeads to view verified contact signals for Matthew Hoffman at UBS, including work email, phone, and LinkedIn data when available.
What schools did Matthew Hoffman attend?
Matthew Hoffman holds Bachelor Of Arts (Ba), Economics from Northwestern University.
What skills is Matthew Hoffman known for?
Matthew Hoffman is listed with skills including Asset Allocation, Portfolio Management, Bonds, Retirement Planning, Stock Picking, College Savings Plans, Fixed Income Analysis, and Indexing.
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