Team
Ugljesa Cvjetan
Joined
GW&K 2021
Industry
Experience 6 Years
Responsibilities
Ugo is a member of our private wealth client service team, serving as a dedicated liaison for our private wealth clients, assisting with inquiries, concerns, and issues promptly and effectively. He supports clients in achieving their financial objectives and assures the execution of our clients’ wealth management plans runs smoothly.
Prior Work Experience
Prior to joining GW&K, Ugo worked as a senior specialist relationship manager/small business specialist at Santander Bank responsible for various type of accounts set-up, maintenance, and facilitating client account transactions.
Education
Ugo received a BS in Kinesiology from the University of Massachusetts, Amherst and an MS in Management from Emmanuel College. He holds the Series 6 and 63 Licenses with FINRA. Ugo is also a CFP® professional.
Outside the office…
Since 2018, I’ve served on the Board of Directors of Explorer Post 109, Inc., a small non-profit organization and a registered charter of The Boy and Girl Scouts of America. We serve at-risk youth by providing them with leadership development programming, after-school educational assistance, intramural sports activities, and involvement in various community service projects across the City of Chelsea. Helping to mentor youth to become strong and effective leaders in the community has truly been a rewarding experience.