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MEMBER PROFILE

 

Lance Cholet

UBS Financial Services

 

Member profile details

Membership level
Tri-State Individual
First name
Lance
Last name
Cholet
Title
Private Wealth Advisor
Company
UBS Financial Services
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Long Island News & Events
  • New Jersey News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

Call me when
you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Financial Modelling
  • Investments
  • Private equity
  • Risk management
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
Certified Financial Planner, Certified Exit Planning Advisor
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
In Business Since
1998
How to contact
lance.cholet@ubs.com
LinkedIn profile link
www.linkedin.com/in/lancecholet
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