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October 19, 2023

UBS Private Wealth Management

Mandy Ho joined The Matthews Group at UBS, part of UBS Private Wealth Management, as a relationship manager at the firm's Bellevue office. Ho has extensive experience working with nonprofits and institutional investors. She joins UBS from BNY Mellon Wealth Management, where she served as senior director, wealth manager. Prior to BNY Mellon, she was a senior vice president, portfolio manager at Key Private Bank. She earned a bachelor's degree and an MBA from Wheeling Jesuit University. She also earned a master's degree from the London School of Economics and Political Science. Ho is a CFA charterholder and a Certified Investment Management Analyst. The Matthews Group works with ultra-high-net-worth individuals, business owners, entrepreneurs and multi-generational families to help them meet their wealth management goals. Headquartered in Zurich, UBS operates in more than 50 countries around the globe.




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