advisors

Thomas Mantione CFP®, CIMA®, CPWA® Senior Vice President–Wealth Management The Shantz Mantione Group at UBS Private Wealth Management

750 Washington Boulevard, 11th Floor
Stamford, CT 06901

thomas.mantione@ubs.com Website 866.860.7266

Thomas Mantione began his career in financial services in 1993 and came to UBS in 2003. During his 20 years in the field, Mr. Mantione has come to focus on cash-flow-based planning, asset and liability management and wealth-transfer planning. He is certified as a financial planner, investment management analyst and private wealth advisor and holds securities and life insurance licenses. Mr. Mantione lives with his family in Ridgefield, Conn.

At a Glance

Minimum Net Worth Requirement

$20 million (planning services); $10 million (in assets, investment services)

Financial Services Experience

20+ years

Compensation Method

Asset-based and fixed fees; commissions (investment and insurance products)

Primary Custodian for Investor Assets

UBS

Minimum Fee for Service None
professional services provided
  • Planning
  • investment advisory and money management services
  • insurance advice and products including life, variable annuity, fixed annuity and long-term care

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