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Cpwa Andrew Urbanski
Cpwa Andrew Urbanski
Sr. Private Wealth Financial Advisor, Managing Director - Investments, Senior PIM® Portfolio Manager | Wells Fargo Advisors
Greenwich, Connecticut, United States
Cpwa Andrew Urbanski
Summary
Andrew Urbanski is a seasoned Senior Private Wealth Financial Advisor with extensive experience managing high-net-worth portfolios at Wells Fargo Advisors. He specializes in sophisticated investment strategies aimed at optimizing cash flow and mitigating risks for clients with substantial incomes and net worth. His professional journey includes notable roles at UBS and Morgan Stanley, where he honed his expertise in wealth management and financial advisory. Beyond finance, Andrew is actively involved in the arts, having served as Treasurer for the Metropolitan Opera's Eastern Region National Council. He holds a Certified Private Wealth Advisor designation from the University of Chicago Booth School of Business, reflecting his commitment to ongoing professional development. Outside of work, Andrew enjoys riding motorcycles and spending quality time with his children on the Florida panhandle. His passion for developing creative business solutions is matched by his dedication to fostering genuine client relationships.
Cpwa Andrew Urbanski
Work Experience
Sr. Private Wealth Financial Advisor, Managing Director - Investments, Senior PIM® Portfolio Manager at
Wells Fargo Advisors
September 2020 - Present
Senior Vice President - Wealth Advisor - Sr Portfolio Manager at
UBS Group AG
May 2014 - September 2020
Eastern Region National Council Treasurer at
Metropolitan Opera
January 2010 - January 2015
Vice President - Financial Advisor - Portfolio Manager - Rule 144 Specialist at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
March 2007 - May 2014
Ashlar Village Board of Directors & Investment Committee Member at
Masonicare At Home, Inc.
January 2008 - January 2014
Cpwa Andrew Urbanski
Education
University of Chicago Booth School of Business, Certified Private Wealth Advisor
January 2019
NYU School of Professional Studies, Certificate In Financial Planning
January 2010 - January 2011
Western Connecticut State University, Bachelor Of Science
January 2001 - January 2006
Frequently Asked Questions about Cpwa Andrew Urbanski
What is Cpwa Andrew Urbanski email address?
Cpwa Andrew Urbanski's primary email address is ***************@wellsfargo.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cpwa Andrew Urbanski work for?
Cpwa Andrew Urbanski is a Sr. Private Wealth Financial Advisor, Managing Director - Investments, Senior PIM® Portfolio Manager at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Cpwa Andrew Urbanski graduated from?
Cpwa Andrew Urbanski holds a degree in from University of Chicago Booth School of Business.
How can I directly contact Cpwa Andrew Urbanski?
To contact Cpwa Andrew Urbanski directly, you can use the email address ***************@wellsfargo.com. Complete contact information is available upon registration with Muraena.
Who is Cpwa Andrew Urbanski?
Andrew Urbanski is a seasoned Senior Private Wealth Financial Advisor with extensive experience managing high-net-worth portfolios at Wells Fargo Advisors. He specializes in sophisticated investment strategies aimed at optimizing cash flow and mitigating risks for clients with substantial incomes and net worth. His professional journey includes notable roles at UBS and Morgan Stanley, where he honed his expertise in wealth management and financial advisory. Beyond finance, Andrew is actively involved in the arts, having served as Treasurer for the Metropolitan Opera's Eastern Region National Council. He holds a Certified Private Wealth Advisor designation from the University of Chicago Booth School of Business, reflecting his commitment to ongoing professional development. Outside of work, Andrew enjoys riding motorcycles and spending quality time with his children on the Florida panhandle. His passion for developing creative business solutions is matched by his dedication to fostering genuine client relationships.
Cpwa`s contact details
***************@wellsfargo.com
***************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG