Tom Smith (BSBA ’64) | June 2024

Smith (BSBA 1964) is Managing Director – Wealth Management Senior Portfolio Manager at UBS Financial Services. He is the longest serving financial advisor with the same firm, coming in at 57 years. In his role as Senior Portfolio Manager, he deals in stocks, bonds, private investments, managed money, option writing, lending on homes, planes, boats, etc. He has also been named a Top Advisor with Barron’s and Forbes. 

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