UBS Private Wealth Management announced today that Mandy Ho has joined the firm in Bellevue, WA. She joins The Matthews Group at UBS, a 19-person, highly experienced team with a practice based on serving clients with dedication and excellence, as a Relationship Manager. In her new role, Mandy will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice.
"We're thrilled to welcome Mandy to UBS," said Todd Locicero, Market Executive, UBS Private Wealth Management. "Her industry experience and long-standing dedication to clients will be a great addition to our business, and we look forward to having her help us continue to expand our client offering throughout the Bellevue and Seattle area."
Mandy brings extensive experience working with non-profits and institutional investors to the team. She joins from BNY Mellon Wealth Management where she served as Senior Director, Wealth Manager. Prior to BNY Mellon, she was a Senior Vice President, Portfolio Manager at Key Private Bank. Mandy earned a Bachelor of Arts and a Master of Business Administration from Wheeling Jesuit University. She also earned a Master of Science from The London School of Economics and Political Science. Mandy is a CFA charterholder and a Certified Investment Management Analyst®.
The Matthews Group works with ultra-high net worth individuals, business owners, entrepreneurs, and multi-generational families to provide holistic financial advice and solutions that help them meet their wealth management goals. Together, they focus on taking a detailed and highly customized approach to managing client objectives, leveraging the resources of UBS's global footprint. In recognition of their strong dedication to clients, The Matthews Group has received several industry accolades throughout the years, including ranking at the top of the Forbes Best-In-State Wealth Management Teams list for 2023. Additionally, the team was named to the Forbes America's Top Wealth Management Teams, Private Wealth and High-Net Worth list for 2022.
"We are very excited that Mandy has decided to join our team. She brings a valuable set of skills and experience that complements our team well," said Mike Matthews, Managing Director at The Matthews Group. "We share the same values and desires to serve our clients with dedication and excellence."
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
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