Denis Roy

Senior Vice President Wealth Management Portfolio Manager at UBS Financial Services Inc.

Denis G. Roy is a Senior Vice President and Portfolio Manager in the Wealth Management division at UBS Financial Services Inc. He operates primarily out of San Francisco, California, and is associated with the Farallon Group within UBS. His professional focus includes working with family stewards to manage wealth effectively, emphasizing tailored financial planning and investment strategies that align with clients' long-term goals.1 2 3

Professional Background

Current Position: Senior Vice President - Wealth Management - Portfolio Manager at UBS.
Expertise: Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®).
Client Focus: Specializes in guiding clients through significant life events and helping them preserve and transfer their wealth.1 4

Educational Background

Denis holds a degree in geology from Dartmouth College, which complements his analytical skills in financial advisory roles.

Additional Information

Denis Roy is committed to building long-term relationships with clients, aiming to be their primary source of financial advice. His approach integrates various aspects of financial life, ensuring comprehensive wealth management solutions.1 3