Martin L. Halbfinger

Managing Director at UBS Financial Services, Inc.

Martin L. Halbfinger

Martin L. Halbfinger

Managing Director at UBS Financial Services, Inc.

Biography

Martin Halbfinger is on the board of Venture For America, Inc.

Overview
RelSci Relationships

1485

Number of Boards

3

Number of Awards

8

Relationships
RelSci Relationships are individuals Martin L. Halbfinger likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at UBS Financial Services, Inc.

Relationship likelihood: Strong

Founder at Venture for America, Inc.

Relationship likelihood: Strong

Co-Chief Executive Officer & Executive Director at Venture for America, Inc.

Relationship likelihood: Strong

Chief Operating Officer at UBS Financial Services, Inc.

Relationship likelihood: Strong

Chief Financial Officer at UBS Financial Services, Inc.

Relationship likelihood: Strong

Head of Investment Solutions & Managing Director at UBS Financial Services, Inc.

Relationship likelihood: Strong

Global Head of Client Strategy at UBS Financial Services, Inc.

Relationship likelihood: Strong

Global Head, Ultra High Net Worth Wealth Management at UBS Financial Services, Inc.

Relationship likelihood: Strong

Senior Partner, the Gunderson Embree Group at UBS Financial Services, Inc.

Relationship likelihood: Strong

Chief Information Officer at UBS Financial Services, Inc.

Relationship likelihood: Strong

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Martin L. Halbfinger
Managing Director at UBS Financial Services, Inc.
Family Members
Spouse
Member, Board of Directors at FEGS Health and Human Services System

The mission of F·E·G·S Health and Human Services System has remained constant for almost three-quarters of a century: To meet the needs of the Jewish and broader community through a diverse network of high quality, cost-efficient health and human services that help each person achieve greater independence at work, at home, at school and in the community, and meet the ever-changing needs of business and society.F·E·G·S has assisted more than three million people since its founding in 1934 by the Federation of Jewish Philanthropies, now UJA-Federation of New York, of which F·E·G·S is a beneficiary agency.Today, F·E·G·S is one of the largest and most diversified not-for-profit health and human services organizations in the United States.

Career History
Managing Director
Current

UBS's wealth management division offers high net worth individuals a range of advisory and investment products and services. UBS offers brokerage services and products as well as asset management and other investment advisory and portfolio management products and services.

Managing Director & Private Wealth Advisor
Current
Boards & Committees
Vice President
Current

TO PROVIDE A CONTINUOUS EDUCATION PROGRAM FOR BOYS AND GIRLS FROM PRESCHOOL THROUGH HIGH SCHOOL.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$10K - $25K
2018

JASA'S MISSION IS TO SUSTAIN AND ENRICH THE LIVES OF THE AGING IN THE NEW YORK METROPOLITAN AREA SO THAT THEY CAN REMAIN IN THE COMMUNITY WITH DIGNITY AND AUTONOMY.

$1,000 - $10K
2018

The Child Mind Institute is an independent, national nonprofit dedicated to transforming the lives of children and families struggling with mental health and learning disorders. The Institute teams work every day to deliver the highest standards of care, advance the science of the developing brain and empower parents, professionals and policymakers to support children when and where they need it most.

$10K +
2017

JASA'S MISSION IS TO SUSTAIN AND ENRICH THE LIVES OF THE AGING IN THE NEW YORK METROPOLITAN AREA SO THAT THEY CAN REMAIN IN THE COMMUNITY WITH DIGNITY AND AUTONOMY.

Awards & Honors
Rank #31
2015
Barron's Magazine - Top 100 Financial Advisors
Rank #31
2015
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #43
2014
Barron's Magazine - Top 100 Financial Advisors
Other Affiliations
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Martin L. Halbfinger. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Martin L. Halbfinger's profile does not indicate a business or promotional relationship of any kind between RelSci and Martin L. Halbfinger.