Nancy Matta, Cfp®, Cima®, Crpc®
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Nancy Matta, Cfp®, Cima®, Crpc® Email & Phone Number

Senior Vice President - Wealth Management at UBS
Location: New York City Metropolitan Area, United States, United States 3 work roles 3 schools
1 work email found @ubs.com 1 phone found area 212 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email n****@ubs.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
UBS
Role
Senior Vice President - Wealth Management
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Nancy Matta, Cfp®, Cima®, Crpc®? Overview

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Quick answer

Nancy Matta, Cfp®, Cima®, Crpc® is listed as Senior Vice President - Wealth Management at UBS, a company with 28 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 212, and a matched LinkedIn profile for Nancy Matta, Cfp®, Cima®, Crpc®.

Nancy Matta, Cfp®, Cima®, Crpc® previously worked as First Vice President - Investments at Merrill Lynch. Nancy Matta, Cfp®, Cima®, Crpc® holds Certified Investment Management Analyst from The Wharton School.

Company email context

Email format at UBS

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*@ubs.com
68% confidence

AeroLeads found 1 current-domain work email signal for Nancy Matta, Cfp®, Cima®, Crpc®. Compare company email patterns before reaching out.

Profile bio

About Nancy Matta, Cfp®, Cima®, Crpc®

Nancy Matta is a Senior Vice President and Certified Financial Planner™ at the 299 Park Avenue, New York City office of UBS Financial Services Inc. She has worked in the wealth management industry for over 40 years, creating and executing financial planning strategies for families and individuals. Nancy has successfully managed investment portfolios through a variety of market environments.Fluent in Spanish, Nancy is a graduate of SUNY at Oneonta and is active in her community. She serves on the board of Catholic Charities of New York and supports the Hunger Project of NYC, the Mary Louis Academy (providing Scholarships to students in need), the St. Nicholas Project (giving necessities to the poor) and the Order of Malta (helping the sick and poor)./*********/**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

Nancy Matta, Cfp®, Cima®, Crpc®'s current company

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

UBS
Ubs
Senior Vice President - Wealth Management
New York, NY, US
Employees
28
AeroLeads page
3 roles

Nancy Matta, Cfp®, Cima®, Crpc® work experience

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

Senior Vice President - Wealth Management

Ubs

New York, NY, US

Senior Vice President - Wealth Management

Current
Ubs
Feb 2009 - Present

First Vice President - Investments

Apr 1980 - Feb 2009
3 education records

Nancy Matta, Cfp®, Cima®, Crpc® education

Certified Investment Management Analyst

Activities and Societies: IMCA

Psychology

Suny Oneonta
FAQ

Frequently asked questions about Nancy Matta, Cfp®, Cima®, Crpc®

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

What company does Nancy Matta, Cfp®, Cima®, Crpc® work for?

Nancy Matta, Cfp®, Cima®, Crpc® works for UBS.

What is Nancy Matta, Cfp®, Cima®, Crpc®'s role at UBS?

Nancy Matta, Cfp®, Cima®, Crpc® is listed as Senior Vice President - Wealth Management at UBS.

What is Nancy Matta, Cfp®, Cima®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @ubs.com for Nancy Matta, Cfp®, Cima®, Crpc® at UBS.

What is Nancy Matta, Cfp®, Cima®, Crpc®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Nancy Matta, Cfp®, Cima®, Crpc® at UBS.

Where is Nancy Matta, Cfp®, Cima®, Crpc® based?

Nancy Matta, Cfp®, Cima®, Crpc® is based in New York City Metropolitan Area, United States, United States while working with UBS.

What companies has Nancy Matta, Cfp®, Cima®, Crpc® worked for?

Nancy Matta, Cfp®, Cima®, Crpc® has worked for Ubs and Merrill Lynch.

Who are Nancy Matta, Cfp®, Cima®, Crpc®'s colleagues at UBS?

Nancy Matta, Cfp®, Cima®, Crpc®'s colleagues at UBS include Flloyd Rewa and Ethan Harro.

How can I contact Nancy Matta, Cfp®, Cima®, Crpc®?

You can use AeroLeads to view verified contact signals for Nancy Matta, Cfp®, Cima®, Crpc® at UBS, including work email, phone, and LinkedIn data when available.

What schools did Nancy Matta, Cfp®, Cima®, Crpc® attend?

Nancy Matta, Cfp®, Cima®, Crpc® holds Certified Investment Management Analyst from The Wharton School.

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