William Finnerty,

CIMA®, CPWA®

UBS

William Finnerty, managing director of private wealth management, UBS, works with his six-member team on different aspects of the business: asset management, financial planning, client services and concierge.  Together, they run a boutique operation working with a few dozen ultra-high-net-worth families with $10 million+ in investable assets.  His team's sole focus is to help entrepreneurs organize, plan, and manage all aspects of their wealth.  Mr. Finnerty is also an adjunct professor of entrepreneurship, McDonough School of Business, Georgetown University.  He earned a B.A., Georgetown University.