Matthew Alfano

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2018
  Chicago Yacht Club
  Chicago, IL
• 06/2019 → 08/2019
  Morningstar
  Chicago, IL
• 08/2021 → Present
  Ubs Financial Services Inc.
  New York, NY
• 08/2013 → 05/2017
  Saint Ignatius College Prep High School
  Chicago, IL
• 08/2017 → 05/2021
  Fordham University
  Bronx, NY

Other Businesses

1) Fordham University Sailing Team/ investment related?: / 441 E Fordham Rd, Bronx NY, 10458/ Sailing Team/ Chaperone/ Occasionally, on an as-needed basis, I will be offered the opportunity to travel to certain sailing events with the Fordham sailing team to act as a chaperone. They are not allowed to travel without a chaperone or coach, so recent alumni, like myself, travel to events as chaperones. I would spend the weekend with the team while they compete and then return home./ start date: 9/24/2021

Exams

• S66 Uniform Combined State Law Examination
  2021-09-05

Other Names

• Matthew Paxton Alfano