Max Sabert | Source | Vice President & Private Wealth Advisor at UBS Global Wealth Management

Max Sabert, CFP®, CIMA®, CEPA
Vice President–Wealth Management
Private Wealth Advisor

Max is a Private Wealth Advisor that advises entrepreneurs, early employees and financial executives on their complex financial planning strategies and investment needs. Max has been at UBS since 2010, holding various positions at the firm. Prior to becoming a Private Wealth Advisor, Max was an advanced financial planning resource for the UBS Americas New York Office, supporting Private Wealth Advisors in delivering comprehensive financial planning to ultra high net worth clients. Prior to that role, he pioneered the new Financial Advisor program at UBS, managing and training the new advisors who joined the firm. Max continues to work closely with clients to deliver comprehensive and holistic financial planning, utilizing his in depth knowledge of the many financial planning solutions that can be tailored to address each client’s individual priorities.

Max received his B.B.A in finance from The College of William & Mary where he was also a dual sport athlete as an all-conference varsity gymnast and a member of the varsity swimming and diving team. Max is a Certified Financial Planner™ professional and is trained in personal financial planning, retirement planning and estate planning strategies. He also holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investment Management Consultants Association® and taught in conjunction with The Massachusetts Institute of Technology, Sloan School of Management. Max is also a Certified Exit Planning Advisor, administered by the Exit Planning Institute. He maintains the Series 7 and 66 securities licenses, as well as multiple state health and insurance licenses.