Awma Matthew Frederick serves as a Senior Vice President in Wealth Management at UBS, where he leverages his extensive expertise in financial advisory and portfolio management to deliver tailored investment solutions for high-net-worth clients. With a robust background in wealth management, Awma has honed his...
Awma Matthew Frederick serves as a Senior Vice President in Wealth Management at UBS, where he leverages his extensive expertise in financial advisory and portfolio management to deliver tailored investment solutions for high-net-worth clients. With a robust background in wealth management, Awma has honed his skills in financial planning, enabling him to craft comprehensive strategies that align with the unique goals and aspirations of his clients. His approach is characterized by a deep understanding of market dynamics and a commitment to providing personalized service, which has earned him a reputation as a trusted advisor in the industry.
At UBS, Awma is currently leading key projects focused on enhancing client engagement through innovative financial solutions. He is actively involved in developing bespoke investment strategies that incorporate both traditional and alternative asset classes, ensuring that his clients are well-positioned to navigate the complexities of today’s financial landscape. His proficiency in risk management and asset allocation allows him to optimize portfolio performance while safeguarding client interests.
Awma's dedication to continuous professional development is reflected in his participation in industry conferences and workshops, where he shares insights on emerging trends in wealth management. His registered states, including California, New York, and Florida, highlight his broad reach and ability to serve clients across diverse markets. By fostering strong relationships and maintaining open lines of communication, Awma empowers his clients to make informed financial decisions, ultimately guiding them towards achieving their long-term financial objectives.
