Tad DeBord - UBS Financial Services Inc.
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Tad DeBord is a seasoned financial consultant with over 20 years of experience in the industry, currently serving at UBS Financial Services Inc. in Cincinnati, OH. A graduate of DePauw University, he has held significant roles including Portfolio Manager at Vestor Capital and Vice President of Institutional Equity Sales at Goldman Sachs, earning the Chartered Financial Analyst designation along the way.
Recognized for his expertise, DeBord has been listed among Barron's Top 100 Institutional Consultants and Forbes' Best in State Wealth Advisors. His focus areas include institutional consulting, executive compensation, and serving multigenerational families, business owners, and corporate executives.
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