Justin Demko

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“As a Private Wealth Advisor, Justin Demko believes a well-integrated plan can provide the direction, focus and confidence clients need to navigate markets and address complex financial ambitions and aspirations.”
Firm:

UBS

Job Title:

Senior Vice President

Biography:

With over 18 years of experience in the financial services industry, Justin applies his extensive experience in the derivatives markets to the portfolio design process.  Focusing on pre-liquidity planning, he believes that careful planning precedes portfolio construction and manager analysis.  Prior to joining UBS, Justin served as a Vice President with Bear Stearns in New York City and with the Private Client division of CIBC Oppenheimer.

Justin earned a B.S. in business administration with a concentration in finance from Cal Poly State University, San Luis Obispo.  He attended New York University's School of Professional Studies, focusing on international finance and financial planning.  He is a graduate of Columbia University's ACPM Program earning the Certified Portfolio Manager designation. 

A native of San Luis Obispo, California, Justin and his family manage a working cattle ranch and avocado grove on the central coast.  As a licensed pilot, Justin volunteers with Angel Flight West as a Command Pilot and is also a member of the board.  The organization arranges free, non-emergency air travel for children and adults with serious medical conditions and other compelling needs.

Education:

BS, Business Administration, California Polytechnic State University

Assets Under Management:

$1.4 billion

CRD Number:

3211869

Insurance License:

#0g31756

Disclaimer:

Products and services mentioned on these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements.It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus

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