United Asset Management
Industry: Holding company
DescriptionUnited Asset Management was an American holding company headquartered in Boston, Massachusetts that owned a number of financial-sector companies. It was founded in 1980 by Norton Reamer, who previously had served as the CEO of Putnam Investments. Headquarters: Boston, MA Founded: 1980 Key person: Norton H Reamer Parent organization: United Bank Subsidiary: United Title CompanyFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportUnited Asset Strategies, Inc.WebsiteDirections Saved (0) Saved Save 3 Google reviews Investment service in East Garden City, New York Address: 377 Oak St, Garden City, NY 11530 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (516) 222-0021Website: : : : Place name: : Category: : : Website: http://www.unitedasset.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of United Asset Strategies, Inc. Posting publicly on the Web Write a review Reviews 3 Google reviews From United Asset Strategies, Inc. "United Asset Strategies, Inc. is a fee based independent registered investment advisory firm"
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United Asset Management Employees
Institutional Investor July 2007 - Present
New York Life Investment Management 2006 - 2007
United Asset Management 1997 - 2000
Regis Retirement Plan Services November 1994 - August 1995
Skills
Fun, Alternative Investments, Asset Management, Asset Managment, Due Diligence, Equities, Fixed Income, Flame Retardants, Hedge Funds, High Voltage, Investments, Management, Marketing, Marketing Strategy, Pension Funds, Private Equity, Sales, Shotokan Karate
Education
Northwestern University 1985 — 1988
Bachelor of Science, Theatre, Computer Science minor
Northwestern University 1984 — 1988
Bachelor of Science (B.S.), Theater major, Computer Science minor
CrossFit Pure April 2014 - Present
CrossFit Gwinnett January 2014 - April 2014
CrossFit Never Doubt November 2012 - July 2013
Dunkin' Donuts National DCP, LLC 2000 - 2005
PFPC 2002 - 2003
Type T, LLC 2000 - 2001
United Asset Management 1990 - 2000
Federal Home Loan Bank of Boston 1996 - 1999
EF Educational Tours 1992 - 1996
Shawmut Bank January 1988 - January 1992
Skills
Marketing, Project Management, Advertising, Strategic Planning, Team Building, Customer Service, Social Media, Cross-functional Team..., Microsoft Office, Event Planning, Social Networking, Public Speaking, Budgets
Education
Bentley College 1997 — 1998
Internet Management Certificate, Internet
Stonehill College 1987 — 1991
Bachelor of Arts, International Studies
Year of Giving Back February 2014 - March 2015
New England Institute of Art January 2013 - February 2014
Collins College September 2009 - December 2012
Bay State College July 2008 - September 2009
Career Education Corp 2002 - 2008
Gibbs College of Boston 2003 - 2007
Egan Managed Capital 2002 - 2003
United Asset Management 1998 - 2002
Dewey Square Investors Corp. 1998 - 2001
TranNational Communication 1997 - 1998
Skills
Leadership, Strategic Planning, Leadership Development, Staff Development, Retaining Customers, Team Building, Management, Admissions, Enrollment Management, Higher Education, Student Financial Aid, Student Affairs, Career Counseling, Career Development, Student Recruiting, Community Outreach, Curriculum Development, Adult Education, Campus, E-Learning, Resume Writing, Instructional Design, Distance Learning, Public Speaking, CampusVue, Research, Customer Retention, Event Planning, Academic Administration
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1993
MBA
Rockland High
Rockland High
Tennison Group September 2004 - Present
Clayton Holdings LLC November 2002 - September 2004
AccountingSolutions December 1997 - November 2002
United Asset Management October 1994 - May 1997
PricewaterhouseCoopers September 1989 - October 1994
Education
Adelphi University
Bachelor of Business Administration (BBA), Accounting
United Asset Management March 2015 - Present
Michigan State University September 2012 - December 2014
HSBC February 2009 - April 2009
Clarigo Financial August 2006 - September 2008
Fox Motors February 2006 - March 2008
Skills
Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Project, Aspen Plus, Visio, Matlab, Presentations, Report Writing, Time Management, Leadership, Independent Projects, Sales Management, Project Finance, Negotiation
Education
Michigan State University 2012 — 2014
Bachelor of Science (B.S.), Biological/Biosystems Engineering, 3.88/4.0
Grand Valley State University 2010 — 2012
Pre-Engineering
United Asset Management June 2008 - Present
Crandall Office Furniture, Inc May 2012 - October 2014
Environmental Disinfection Services January 2008 - May 2013
UniGroup Worldwide UTS 2007 - 2008
My Office 2006 - 2007
Herman Miller 2001 - 2005
Steelcase 1983 - 1997
Skills
Furniture, Move Management, Furnishings, New Business Development, Team Building, Space-planning, Start-ups, Strategy, Flooring, Budgets, Interior Design, Carpet, Sales Process, Space planning, Facilities Management, Interior Architecture, Contract Negotiation, Sales, FF&E, Pricing, Purchasing, Wood, Custom Furniture, Sales Management, B2B, Selling, Retail Design, Cabinetry, Negotiation, Finish, Upholstery, Renovation, Retail, Space Planning, Account Management, Strategic Planning, Customer Service
Education
Calvin College
Bio/Chem
Wentworth Realty Group 1997 - Present
United Asset Management 1992 - 1997
Boston Gas Company 1987 - 1992
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
(MSF) Masters in Finance, Finance, Investments, Financial Analysis
University of Central Florida - College of Business Administration 1983 — 1986
BSBA, Finance, Investments, Acctg.
New York Life Insurance Company January 2010 - December 2014
New York Life Investment Management LLC October 2001 - December 2009
E*TRADE Financial April 2000 - September 2001
United Asset Management May 1997 - March 2000
Bankers Trust Company July 1978 - September 1996
Skills
Mutual Funds, Pensions, 401k, Business Strategy, Employee Benefits, Financial Services, Human Resources, IRAs, Investments, Management, Retirement, Retirement Planning, Series 7, Life Insurance, Asset Allocation, Asset Management
Education
Brown University 1972 — 1976
AB, Biomedical Sciences
Babson College
Master of Business Administration (M.B.A.), Finance, Operations Research
State Street Global Advisors May 2008 - Present
Old Mutual Asset Management 2000 - April 2008
United Asset Management May 1997 - December 1999
Mercer Investment Consulting 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Fixed Income, Equities, Asset Management, Investments, Investment Strategies, Financial Services, Derivatives, Product Development, Asset Allocation
Education
Northeastern University 1991 — 1997
MBA, Finance
Middlebury College 1985 — 1989
BA, Economics
Knightsbridge Advisers 2007 - 2009
Partners HealthCare 2004 - 2006
Robert Toigo Foundation 2003 - 2003
United Asset Management 1990 - 2001
Skills
Strategic Planning, Program Management, Business Development, Leadership Development, CRM, Entrepreneurship, Management
Education
Northeastern University
Bachelor, Business Adminstration
MSD Partners, L.P. July 2013 - Present
Balyasny Asset Management November 2007 - 2013
New York Life Investment Management 2002 - 2007
United Asset Management 1998 - 2002
Skills
Hedge Fund Management, Marketing Strategy, New Program Development, Investment Management, Alternative Investment..., Capital Raising, Investor Relations, Client Service, Asset Management...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA
University of Virginia
BA
Northwestern Mutual October 2011 - Present
John Hancock Mutual Funds January 2011 - July 2011
Fidelity Investments 2006 - 2008
Northwestern Mutual Investment Services, LLC 2001 - 2007
Envestnet Asset Management 2000 - 2002
United Asset Management 1995 - 2001
Fidelity Investments 1990 - 1995
Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services
Education
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Wakefield High School 1979 — 1983
eSecLending Finance ManagerOld Mutual US Holdings1995 - 2002
United Asset Management 1995 - 2002
Arthur Anderson 1992 - 1994
Skills
Financial Analysis, Accounting, Corporate Finance, Financial Modeling, Financial Reporting, Project Management, Investments, Risk Management, Internal Controls, Finance, Financial Services, Asset Management, Strategic Planning
Education
Northeastern University 1991 — 1992
Joint MBA/MS in Accounting, Graduate School of Professional Accounting
Middlebury College 1986 — 1989
Market Street Trust Company June 2013 - Present
Nancy A. Socha & Associates, LLC January 2000 - June 2009
Baird, Kurtz & Dobson, LLC January 1995 - April 1999
United Asset Management June 1993 - October 1994
Price Waterhouse June 1990 - June 1993
Skills
Tax, Finance, Investments, Securities, Equities
Education
Northeastern University 1986 — 1990
Bachelor's degree, Accounting and Marketing
The University of Connecticut 1985 — 1986
QuantShares May 2011 - Present
Advent International August 2010 - Present
Putnam Investments April 2003 - March 2008
United Asset Management April 1992 - November 2001
Ropes & Gray September 1987 - March 1992
Education
Duke University 1984 — 1987
JD, MA (history)
Harvard University 1978 — 1982
AB, government
Choate Rosemary Hall 1975 — 1978
National Governors Association July 2001 - Present
State Services Organization, Inc. February 1998 - June 2001
Modus Media International 1996 - 1998
United Asset Management January 1989 - December 1995
Skills
Accounting, Financial Reporting, Account Reconciliation, Budgets, Analysis, Internal Controls, Variance Analysis, General Ledger, GAAP, Cost Accounting, Revenue Recognition, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Auditing, Managerial Finance
Education
Canisius College 1979 — 1982
MBA, Finance
Utica College 1971 — 1973
B.S., Accounting
SUNY at Delhi 1969 — 1971
Associate of Arts and Sciences (AAS), Accounting
Eaton Vance June 2015 - Present
Delaware Life Insurance Company April 2001 - June 2015
United Asset Management August 1998 - October 2000
Pioneer Investments 1991 - 1998
Education
University of Massachusetts Boston
Colchester Partners LLC February 2002 - Present
United Asset Management 1997 - 2002
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA
Bentley University 1992 — 1995
University of New Hampshire 1984 — 1988
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 1984 — 1988
BS, Business
Morgan Stanley Wealth Management 2006 - Present
New York Life Investment Management 2000 - 2006
United Asset Management 1997 - 2000
Oppenheimer Capital 1991 - 1996
Putnam Investments 1988 - May 1991
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Separately Managed..., Series 63, Series 7, Wealth Accumulation, Wealth Management
Education
James Madison University 1982 — 1986
Marketing, Business
Resources Global Professionals January 2013 - Present
Bank of New York Mellon December 2010 - December 2011
JPMorgan Chase January 2005 - August 2009
State Street Bank July 2001 - April 2004
United Asset Management November 1999 - May 2001
John Hancock Financial Services October 1997 - October 1999
Chase Global Funds Services Company May 1992 - October 1997
Boston Company Asset Management May 1990 - May 1992
Skills
Finance, Account Reconciliation, Financial Services, Risk Management, Derivatives, Valuation, Corporate Actions, Investment Management, Back Office, Budgets, Banking, Financial Reporting, Fund Administration, Fund Accounting, Strategy, Financial Statements, Accounts Payable, Accounts Receivable, Bloomberg, Futures, Dividends, Analysis, Internal Controls, Portfolio Management
Education
Northeastern University 1984 — 1989
Bachelor of Science, Business Administration
Northeastern University 1984 — 1989
Bachelor's degree, Marketing/Marketing Management, General
Supporting Strategies September 2008 - Present
Old Mutual Plc May 2001 - June 2005
United Asset Management January 1996 - April 2001
United Asset Management August 1995 - December 1996
Arthur Andersen 1991 - 1995
Skills
Process Improvement, Microsoft Excel, Strategic Planning, Small Business, Financial Reporting, Accounting, Financial Services, Internal Controls, Financial Analysis, General Ledger, Auditing, Forecasting, Accounts Receivable, GAAP, Account Reconciliation, Accounts Payable, QuickBooks, Change Management, Revenue Recognition, Payroll, Management, Sarbanes-Oxley Act, Cost Accounting, Managerial Finance
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor of Science (BS), Accounting
Westwood High School 1983 — 1987
Deloitte September 2012 - Present
Advantage Benefits Consultants, Inc. March 1999 - September 2012
United Asset Management November 1997 - February 1999
J.P. Morgan May 1996 - June 1997
Federated Investors, Inc. December 1995 - May 1996
Fidelity Investments January 1993 - June 1994
Skills
Portfolio Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 1994 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
College of Our Lady of the Elms 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management (Double Major)
Massachusetts Hospital Association July 2013 - Present
BostonCoach January 2005 - January 2013
John Leonard Employment Services, Inc. 2013 - 2013
Garden of Eden Cafe August 2003 - September 2004
Millennium Pharmaceuticals March 1998 - May 2002
United Asset Management 1994 - 1998
Modern Materials Handling, a publication of Reed Business Information 1987 - 1994
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Marketing, Sales, Event Planning, Event Management, Marketing Strategy, Process Improvement, Team Building, Leadership, Social Networking, Social Media, Fundraising
Education
Delphin Gourmandise School of Pastry 2001 — 2002
Certificate in Pastry Arts, Pastry Arts
Northeastern University
Resources Global Professionals 1997 - 2003
United Asset Management 1994 - 1995
C.R. Bard, Inc. 1992 - 1994
Arthur Andersen & Co. 1988 - 1992
Education
Miami University 1984 — 1988
BS in Business Administration, Accounting
Creative Cuisine Personal Chef Service September 1997 - Present
United Asset Management 1995 - 1997
Salomon Brothers 1990 - 1995
Skills
Cooking, Culinary Skills, Food, Menu Development, Catering, Recipes, Cuisine, Food Service, Gourmet, Food Safety, Food Industry, Food Preparation, Baking, Fine Dining, Chef, Event Management, Event Planning
Education
Institute for Culinary Education
Blue Ribbon Graduate, Culinary Arts/Chef Training
UCLA
Reality Shares ETF Trust January 2014 - Present
Alpha Parity All Weather Fund April 2013 - Present
True North Advisory Group February 2012 - Present
Deutsche Bank- Alternative Fund Services January 2008 - March 2011
Hedgeworks LLC January 2000 - January 2008
Bricoleur Capital Management January 1998 - January 2000
United Asset Management January 1997 - 1998
Scudder Investments 1995 - 1997
U.S. Securities & Exchange Commission (SEC) 1991 - 1995
Skills
Management, Equities, Business Strategy, Derivatives, Private Equity, Alternative Investments, Fixed Income, Hedge Funds
Education
Providence College 1985 — 1989
Bachelor of Science, Accounting and Finance