Frank J. Minerva
UBS Wealth Management
Frank was named Complex Director for Fairfield County Connecticut in May of 2013. He had previously served as Chief Operating Officer for the Private Wealth Management Group since March 2010. Frank was instrumental in opening the first UBS Private Wealth Management office serving ultra high net worth clients in the United States in 2006, which included both Private Wealth Advisors and Private Bankers. Frank also opened the second Private Wealth Management Office in Stamford, CT in 2007.
Frank is a 25-year veteran of UBS and has held various positions in the firm during this tenure, including managing the firm’s Madison Avenue, NY office, Divisional Sales Manager, Equity Product Manager, and Director of both International Equities as well as Equity Syndicate.
Prior to UBS, Frank held positions in the Investment Bank at Shearson Lehman Brothers and the Private Client Group at EF Hutton.
Frank is a Chartered Financial Analyst, a member of the Association for Investment Management and Research, and a Certified Financial Planner. Frank received his MBA from the University of Connecticut and his BA from Marist College, NY. He holds the following licenses: Series 24, Series 7, Series 8, Series 65, Series 63, Series 3, NYS and CT Insurance Licenses.
Mr. Minerva is on Advisory Boards for both Marist College and the University of Connecticut.