Charles Day

Charles Day

Formal First Name

Charles Day, CIMA®, Managing Director, Private Wealth Advisor and Senior Portfolio Manager of The Charles Day Group at UBS, delivers comprehensive planning and portfolio management solutions for complex wealth, with focus on diverse needs ranging from estate planning and mortgage financing to business sale and succession. Prior to joining UBS in 2014, Charles was a Senior Vice President and Senior Portfolio Management Director at Morgan Stanley, and Analyst at Federal Reserve Bank of New York. He was a corporate law attorney and appellate prosecutor at Brooklyn before starting his career in the financial services industry. Charles has been recognized as an industry leader, having been featured in financial publications such as Forbes and Barron’s. He is also a UBS Pinnacle Council member; the highest designation awarded by the firm to distinguish its most accomplished advisors.

Professional Experience

Academic History

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2019–2020
  • Forbes Best-in-State Wealth Advisors, 2019–2020
  • Barron's Top 1,200 Financial Advisors, 2020
  • UBS Pinnacle Club Member

Community Involvement

  • Women in Need
  • The Nature Conservancy
  • Food Bank for Westchester
  • Katonah, New York