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People on the Move

Anthony Montemagni

Anthony Montemagni

UBS Wealth Management Americas (WMA) announced that Anthony Montemagni, CFP®, Vice President of Investments, has been named to its exclusive ‘Top 35 Under 35’ program. “The Financial Advisors recognized for this program have shown an outstanding level of dedication to their clients, our firm and the industry, “said Bob McCann, CEO, UBS Wealth Management Americas. “Their commitment to partnering with clients to provide the best advice and services sets us apart from our competitors.” Montemagni has more than 16 years of experience in the financial services industry, all with UBS. He has earned extensive professional recognition for his achievements over the years. He attributes much of his success by offering his clients a combination of trust, expertise and a comprehensive understanding of their needs. In addition to being one of a select group of UBS Wealth Advisors, he has completed intensive training and testing to be recognized as a certified financial planner™ professional. He is one of an exclusive group of approved advisors in the UBS Defined Contribution Plan Consulting Program, and he is a portfolio manager within the firm’s Portfolio Management Program. He is also a member of the UBS Director’s Council.

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