Senior Vice President, UBS
As Senior Vice President with UBS, Matthew Rich’s career spans over 28 years in the financial services industry starting in New York City and the last 16 years in Boulder, CO. Matt’s experience includes, Endowment and Foundation Consulting, Financial Planning for Individuals and Families, Corporate Stock Benefit Consulting, Portfolio Management and Institutional Sales.
Matt’s passion in working with non-profit organizations expands outside of his job as he serves on multiple boards across the country. Currently Matt serves on the board of the Boulder Jewish Community Center, previously holding positions as Treasurer and President. Matt is also the current Treasurer of LiFT Academy in Seminole, FL and serves on the Jewish Life Committee for Rose Community Foundation. Matt has helped multiple non-profits start endowments and was part of the capital campaign team that raised over 30 million dollars for the Boulder Jewish Community Center, the largest capital campaign for a non-profit in the history of Boulder County.
For individuals and families that utilize his expertise in Financial Planning, Matt brings an approach that encompasses a larger Macro view of the global economy and the values and goals of each client to help them plan, strategize and achieve their goals and aspirations. Matt just celebrated his 20 years anniversary to his wife Julie and has two beautiful daughters, Samantha and Abigail. He enjoys cooking, skiing, hiking and playing guitar.