Marty Halbfinger
Marty Halbfinger is a Managing Director and Private Wealth Advisor at UBS Wealth Management, where he leads the Halbfinger Group, a premier advisory team serving high-net-worth and ultra-high-net-worth clients. With decades of experience in private wealth management, Halbfinger and his team deliver comprehensive financial solutions designed to preserve, grow, and transfer wealth across generations. Their specialized services include portfolio management, business planning and succession strategies, credit and lending solutions, insurance and risk management, cash flow and income planning, retirement planning, estate planning, and charitable giving. A veteran in the financial services industry, Marty Halbfinger has been recognized by leading publications including Forbes, Barron’s, and the Financial Times for his excellence in wealth management and commitment to client success.
Marty Halbfinger Professional Experience / Academic History
Professional Experience
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Managing Director and Private Wealth Advisor
Academic History
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B.A., Political Science and Government
UBS HALBFINGER GROUP
Marty Halbfinger is a Managing Director and Private Wealth Advisor at UBS Wealth Management, where he leads the UBS Halbfinger Group, a premier advisory team serving high-net-worth and ultra-high-net-worth clients.
With decades of experience in private wealth management, Halbfinger and his team provide sophisticated, personalized strategies designed to preserve, grow, and transfer wealth across generations.
Under his leadership, the Halbfinger Group delivers a full suite of integrated wealth management and financial planning services including portfolio management and investment strategy, business planning and succession, credit and lending solutions, risk management, and retirement and estate planning, among others.
The practice focuses on high-net-worth individuals, families, and business owners, helping them navigate complex financial landscapes through customized wealth planning, intergenerational wealth transfer, and philanthropy advisory.
RECOGNITIONS