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Welcome to Conference

Nancy Matta

Nancy Matta is a Senior Vice President and Certified Financial Planner™ at the 299 Park Avenue, New York City office of UBS Financial Services Inc. She has worked in the wealth management industry for over 40 years, creating and executing financial planning strategies for families and individuals. Listed among Forbes Best-in State Advisors (2019,2020,2021) also Top Woman Advisor (2020, 2021), Nancy has successfully managed investment portfolios through a variety of market environments.

Nancy has been recognized by Research magazine as one of the top advisors in the country and was inducted into the magazine’s Hall of Fame. She has been featured as a “pioneer” in Latino Leaders and has also appeared in Time magazine, Barron’s and The Wall Street Journal.

Fluent in Spanish, Nancy is a graduate of SUNY at Oneonta and is active in her community. She serves on the board of Catholic Charities of New York and supports the Hunger Project of NYC, the Mary Louis Academy, the St. Nicholas Project, and the Order of Malta.