Sandro Hagenbuch, CFA®

  • VP – Portfolio Manager
    Sandro Hagenbuch, CFA®

    Sandro is a Portfolio Manager at AJ Wealth. In this role he is responsible for asset allocation decisions, investment due diligence and selection, and providing customized investment advice to the firm’s clients. Prior to joining AJ Wealth, Sandro was a Director of the Advisory Investment Group at UBS. In this capacity, Sandro focused on portfolio construction, asset allocation, and manager selections for high net-worth individuals. Prior to UBS, he was a Portfolio Manager at the J.P. Morgan Private Bank, managing a multi-asset class book of trusts and private foundations. Before UBS and J.P. Morgan, Sandro was a Portfolio Manager at the VZ Depository Bank in Zurich, also focusing on multi-asset class portfolios for high net-worth individuals.

    Sandro graduated from the Zurich University of Applied Sciences (Switzerland) with a B.S. in Banking and Finance and is a CFA Charterholder and member of the New York Society of Security Analysts.

Client Resources

Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

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