Patrick DiSimone

Patrick DiSimone: Email & Phone Number

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Senior Vice President, Wealth Management | Private Wealth Advisor at UBS|New York, New York, United States

Position:

Senior Vice President, Wealth Management | Private Wealth Advisor at UBS

Location:

New York, New York, United States

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Last updated: 2026-05-29
Updated: 2026-05-29

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Work Experience 13 years

Senior Vice President, Wealth Management | Private Wealth Advisor at UBS

Feb 2026 - Current

Vice President, Wealth Management | Private Wealth Advisor at UBS

Feb 2024 - Jan 2026

Account Vice President, Wealth Management | Financial Advisor at UBS

Feb 2022 - Jan 2024

Financial Advisor at UBS

Jan 2016 - Jan 2022

Wealth Strategy Associate at UBS

Jan 2013 - Jan 2016

Patrick holds Certified Financial Planner (CFP®), Corporate Stock Benefit Consultant, and FINRA Securities License | **Registered States**AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA,WI,WV,WY certifications and has been awarded Forbes Top Next-Gen Wealth Advisor Best-In-State for 2025, Barron’s Top 250 Private Wealth Management Teams, 2025, and Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024, 2025

Education

Rutgers University

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