Ubs Institutional Consulting- Upstate New York - Ubs Financial Services

400 Linden Oaks
Rochester, NY 14625

UBS Institutional Consulting in Upstate New York offers a comprehensive platform of corporate services and solutions tailored to meet the unique needs of organizations. With a focus on understanding leadership, employees, and culture, they provide customized benefits plans designed to contribute to long-term success.

The team, led by experienced professionals like Michael T. Valenti and Samantha Maley, brings decades of investment experience and a commitment to quality client service. Their approach emphasizes building lasting relationships and delivering sophisticated investment management solutions for both institutional clients and high-net-worth individuals.

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