Charles Day, CIMA®, is a Managing Director, Private Wealth Advisor, and Senior Portfolio Manager at UBS Wealth Management. With over two decades in the financial services industry, Charles joined Smith Barney in 1997 and worked through its successor firms before joining UBS in 2014. Recognized as an industry leader, Charles was nominated for Forbes' Best-In-State Wealth Advisors in New York State for 2019 and 2020 and holds the prestigious UBS Pinnacle Council designation. An alumnus of Carleton College and Brooklyn Law School, Charles also completed CIMA® coursework at the Wharton School. Actively involved in the community, Charles serves as Board Treasurer for Women in Need and has held leadership roles with the Food Bank for Westchester and the Katonah-Lewisboro School District.
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