Joseph Matina is a Managing Director and Private Wealth Advisor of The Matina Group at UBS. Through a risk-management-based approach, Joe provides asset allocation, investment manager selection, and investment performance monitoring for his clients. His team delivers total wealth management and sophisticated investment solutions to a select clientele, with coverage on planning, investment management, and trust and estate advice. With over 25 years of experience in the wealth management industry, Joe has been recognized as a top advisor by leading industry publications such as Forbes, Barron's, and Financial Times. The Matina group has been featured in Bloomberg Businessweek, Fortune, and Money magazines. In addition to his financial career, he is highly committed to his local community by providing consistent support to non-profit organizations. Joe and his wife were honored for their involvement with the Partners in Hope Award.
Awards and Recognitions
Community Involvement