Dan Chorney has joined the New York office of UBS Private Wealth Management as a portfolio manager.
“I am proud to announce that Dan Chorney has joined our UBS 1285 Avenue of the Americas Private Wealth Management office in New York City,” posted Thomas Conigatti, market director of the firm, on LinkedIn.
Chorney arrives from Bernstein Private Wealth Management, where he worked for nearly 21 years, according to his LinkedIn profile. Since joining the firm in 2003, he has served as a business analyst, national director of private client services, and wealth advisor.
Alongside the experienced professional arrives Stefanie Schechter, coming from Neuberger Berman.
Chorney, together with his colleague specializing in wealth strategy, Stefanie Schechter, “are positioned to guide multigenerational families and institutions to successfully simplify their complex financial lives, maximize the value of their businesses, and create lasting family legacies,” says the UBS statement.
The advisors are already effective in their positions.
