Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Reed Fawley

UBS

 

Member profile details

Membership level
New York Emerging Professional
First name
Reed
Last name
Fawley
Title
Senior Vice President
Company
UBS
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

Call me when
Holistic Wealth Management: A virtual family office approach, supported by a network of CPAs, Investment Bankers, and advanced financial planners to support business owners through growth and monetization.
Why I/we support XPX
My mission is to guide multigenerational families—especially second and third-generation business owners—through the intricacies of owning and eventually exiting family businesses successfully.
Profession
  • Coach
  • Wealth Manager
Functional Expertise
  • Cash management
  • Equity
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Lending
  • Retirement
  • Sell side/Divestiture
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP®, CEPA
In Business Since
2009
How to contact
Reed.Fawley@ubs.com / 212-713-1211
Twitter name
@Reedfawleyubs
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy