Profil
Mr. Matthew B.
West is a Senior Managing Director at USCA RIA LLC.
He is a Founding Advisor at U.S Capital Advisors (USCA).
He joined USCA in 2010.
Mr. West focuses on comprehensive financial, retirement and wealth management planning almost exclusively for retirees.
Having spent his entire career in the financial services sector he recognizes the importance of planning-based wealth management.
Prior joining USCA, he was employed as a Financial Advisor by UBS Financial Services, Inc. and a Financial Consultant by Merrill Lynch & Co., Inc. He worked at UBS Financial Services where he completed the required coursework and was selected into the Portfolio Management Program (PMP).
He received his undergraduate degree from Stephen F.
Austin State University.
Anciens postes connus de Matt West
| Sociétés | Poste | Fin |
|---|---|---|
USCA RIA LLC
 USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program. | Fondateur | 30/06/2021 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 30/09/2010 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/12/2001 |
Formation de Matt West
| Stephen F. Austin State University | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA LLC is a sec-registered investment advisor headquartered in Houston, Texas. The firm is a wholly-owned subsidiary of US Capital Advisors LLC, a Texas-based financial services firm. The firm was founded in 2010 and they are a wholly-owned subsidiary of US Capital Advisors LLC. USCA RIA offers investment advisory services to individuals, trusts, estates, charitable organizations and other business entities. The firm is the sponsor of a wrap fee program referred to as the USCA RIA LLC Managed Account Solutions Program. | Finance |