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location

New York, NY

Matt Gwizdz

Senior Associate Advisor

Matt is a Senior Associate Advisor for Compound based in New York. He has over 4 years of experience working in private banking with high-net-worth and ultra-high-net-worth clients, specializing in portfolio construction, asset allocation, and asset selection. Prior to Compound, he spent time at UBS where he advised HNW and UHNW clients on portfolio construction and asset allocation and hedge fund and private equity financing at UBS, building expertise at the intersection of capital markets, private markets, and financing. A former U.S. Army Signals Intelligence Analyst within Army Special Operations, he brings a proven track record of lea...

Experience

UBS

3 years

Intralinks

1 year

US Army

4 years

Qualifications

Monmouth University

Business Administration

Cornell University

MBA

Series 63

FINRA

Series 66

FINRA

Specialities

Investment management

Public equities

Fixed income

Alternative investments

Asset allocation

Business owners

Executives, Founders

Professionals

Tech employees

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