Todd Barron, Vice President, UBS Financial Services, Inc. has earned the Chartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services, Bryn Mawr, Pennsylvania. The CAP® program provides the knowledge and tools needed by professionals in the nonprofit and financial services fields to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals.
Candidates for the CAP® designation must complete a minimum of three courses in philanthropic studies at the Irwin Graduate School and six hours of rigorous, supervised written examinations. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Over 1150 individuals have been awarded the CAP® designation since its inception in 2003.
CAP® graduates are uniquely qualified to bring gift planners and well-chosen advisors together in common purpose to help wealthy families create inspired legacy plans. In addition, professionals that have earned the Chartered Advisor in Philanthropy® designation help donors improve their communities by maximizing the effective application of their financial resources.
Todd is a Portfolio Manager with The Barron Group of UBS Financial Services Inc. Very active in the Palm Beach Community, Todd currently is the immediate past president of the executive board of the Neil S. Hirsch Boys & Girls Club in Wellington. He also sits on the executive board of The Young Friends of The Palm Beach Symphony. Todd resides in Wellington with his wife, Debra and daughters, Lilah & Sarah.
The American College is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 87 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu
As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus.
