Edward McDevitt-UBS Financial Services Inc is a team of dedicated Financial Advisors committed to helping individuals and families organize their finances around their short-term needs and longer-term goals. With 20 years of investment experience, Edward McDevitt provides customized advice and sophisticated investment solutions, with a high standard for service and investment knowledge. He has worked with institutions such as Morgan Stanley, Alson Capital, and Goldman Sachs, advising on investment strategies and risk management. Edward holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Colorado Security Analyst Society.
Based in Boulder, CO, Edward McDevitt is an avid triathlete and has qualified for the Ironman world championship eight times. He received his Bachelors of Arts in Economics from Hamilton College and serves on the finance committee for Bridge House, a nonprofit organization. With a focus on liquidity management, Edward McDevitt-UBS Financial Services Inc provides valuable financial advice and helps clients navigate the complexities of today's markets.
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