Joe Martina

Joe Martina

Formal First Name
Joseph (Joe)

Joseph Matina is a Managing Director and Private Wealth Advisor of The Matina Group at UBS. Through a risk-management-based approach, Joe provides asset allocation, investment manager selection, and investment performance monitoring for his clients. His team delivers total wealth management and sophisticated investment solutions to a select clientele, with coverage on planning, investment management, and trust and estate advice. With over 25 years of experience in the wealth management industry, Joe has been recognized as a top advisor by leading industry publications such as Forbes, Barron's, and Financial Times. The Matina group has been featured in Bloomberg Businessweek, Fortune, and Money magazines. In addition to his financial career, he is highly committed to his local community by providing consistent support to non-profit organizations. Joe and his wife were honored for their involvement with the Partners in Hope Award.

Professional Experience

Awards and Recognitions

  • Forbes America's Top Wealth Advisors, 2017–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Barron's Top 1,200 Financial Advisors, 2015–2020
  • Financial Times Top 400 Financial Advisors, 2015–2020
  • Partners in Hope Award, Partners for Women and Justice

Community Involvement