Edwin Sze

Edwin Sze: Email & Phone Number

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Head of Investment Platform at United Capital Financial Advisors, LLC|Brooklyn, New York, United States

Position:

Head of Investment Platform at United Capital Financial Advisors, LLC

Location:

Brooklyn, New York, United States

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Last updated: 2025-03-01
Updated: 2025-03-01

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Work Experience 14 years

Head of Investment Platform at United Capital Financial Advisors, LLC

Nov 2023 - Current

Vice President at Goldman Sachs

Dec 2022 - Nov 2023

Portfolio Management Associate at Goldman Sachs

Mar 2020 - Dec 2022

Financial Analyst at Goldman Sachs

Jul 2017 - Mar 2020

Incoming Financial Analyst at Goldman Sachs

Aug 2016 - Jul 2017

Summer Analyst at Goldman Sachs

Jun 2016 - Aug 2016

Property Manager at CVE Holdings LLC

Jan 2017 - May 2017

Property Manager at CVE Holdings LLC

Sep 2016 - Jan 2017

Real Estate Analyst Intern at JB Capstone Enterprises LLC

Jun 2015 - Aug 2015

Co Founder at Trinkitt Inc.

Jun 2014 - Jun 2015

Administrative Assistant at CVE Holdings LLC

Jan 2013 - Aug 2014

Swim Instructor at Dolphin Swimming Inc.

May 2012 - Aug 2013

Edwin Sze started working in 2012, then the employee has changed 5 companies and 10 jobs. On average, Edwin Sze works for one company for 1 year 3 months.

Their professional focus is Analysis, Ballroom Dance, and Banking across 3 core areas.

Education

Bachelor's of Science at New York University - Leonard N. Stern School of Business

High School Diploma at Bronx High School of Science

Edwin Sze Namesakes

Name
Company
Position
Edwin Sze
Deputy Chief Investment Officer, Director of Investments
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Edwin Sze
Deputy Chief Investment Officer, Director of Investments
Get contacts
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