Fred Gatti, CFP - UBS Financial Services Inc. is a wealth management office located in New York, NY. Led by Senior Vice President Fred Gatti, the team specializes in working with Ultra High Net Worth individuals and families to grow, preserve, and transfer their wealth for future generations and charitable causes. With a focus on personalized access and service, they provide clients with the best ideas, solutions, and services from UBS's global platform, covering investment, banking, structured lending, and estate planning.
Outside of the office, Fred Gatti is fluent in Italian and Spanish, and enjoys sailing, swimming, hiking, skiing, and listening to live music. With an MBA in Finance and Marketing from Fordham University and a B.A. in Philosophy with a Pre-Med concentration from the College of The Holy Cross, Fred Gatti is a CERTIFIED FINANCIAL PLANNER who brings a thoughtful approach to understanding and anticipating clients' needs, and is skilled at exploring mutually beneficial arrangements in business, investments, charitable causes, and family office dynamics.
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