Ranjeet Guptara

Ranjeet Guptara is a Senior Vice President, Financial Advisor, and Senior Portfolio Manager at UBS Financial Services Inc.12 He first joined UBS in 2001 on the graduate training program, working across Investment Banking and Private Banking.2 After some time away, he rejoined UBS in 2019.2

Ranjeet has extensive experience in the financial services industry, including:

• Advising on over $10 billion of Debt and Equity Capital Markets transactions
• Supervising over $300 billion of liquid investment portfolios
• Working with property transactions, Private Equity, and Hedge Fund strategies2

His educational background includes:

• B.A. (Hons.) and M.A. degrees from Oxford University
• M.A. (with Distinction) from Anglia Ruskin University
• UBS Banking Diploma2

Ranjeet holds several professional credentials:

• Membership (by examination) of London's Chartered Institute for Securities and Investments (MCSI)
• Certified Exit Planning Advisor® designation2

He is passionate about providing exceptional financial advice and investment management to families, companies, endowments, and governments.2 Ranjeet also serves on the boards of various non-profit organizations.2

Currently, Ranjeet appears to be involved in sales and business development for UBS Wealth Management Americas - International division.3 He is based in New York, New York, United States.1

On a personal note, Ranjeet is married to Davita, and they have two children named Eliana and Ravi.2