UBS Private Wealth Management

Description

Address: 3280 Peachtree Rd, Atlanta, GA 30305 Phone: (404) 479-6000 Appointments: ubs.com: Place name: Category: : Hours: : : : : Website: Website: http://www.ubs.com/branch/atlantay5 Category: Financial consultant 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.Add missing informationAdd business hours 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 UBS Private Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review From UBS Private Wealth Management Unable to add this file. Please check that it is a valid photo. "Visit our branch office today located in Atlanta, GA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan to make sure that all of your assets...More "Visit our branch office today located in Atlanta, GA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan to make sure that all of your assets are working toward helping you achieve what matters most. We are well-positioned with advice and solutions that look beyond investing. Our priority is helping you meet all of your financial goals. It's what we call: Advice. Beyond investing."

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UBS Private Wealth Management Employees

Employee
Years
Job
Industry
Jordan Edwards Jordan Edwards Greater Chicago Area Details
Jordan Edwards's UBS Private Wealth Management Experience September 2014 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   September 2014 - Present
UBS Private Wealth Management   September 2013 - September 2014
UBS Private Wealth Management   January 2010 - August 2013

Education
Elmhurst College   2006 — 2010
Management

Newman Central Catholic High School   2002 — 2006

Colin A.L. Bernard Colin A.L. Bernard Greenwich, Connecticut Details
Colin A.L. Bernard's UBS Private Wealth Management Experience June 2012 - August 2013
Job Marketing Major at Tulane University
Industry Financial Services
Experience
Jack Wills  September 2013 - August 2014
The Greenwich Archive   February 2012 - August 2014
UBS Private Wealth Management   June 2012 - August 2013
Greenwich Country Club  June 2009 - August 2012

Skills
Microsoft Office, Social Media, Investments, Equity Research, Facebook, Entrepreneurship, Bloomberg Terminal, Trading, Equities, Auto Detailing, Digital Photography, Social Networking

Education
Tulane University - A.B. Freeman School of Business   2012 — 2015
BSM, Finance

Avon Old Farms School   2008 — 2011
H/S

Greenwich Country Day School   2004 — 2008

Gordon Drobny Gordon Drobny Greater Los Angeles Area Details
Gordon Drobny's UBS Private Wealth Management Experience June 2012 - April 2013
Job Junior Fixed Income Trader at Bradford & Marzec
Industry Investment Management
Experience
Bradford & Marzec  December 2013 - Present
UBS Private Wealth Management   June 2012 - April 2013
Law Offices of Scott C. Glovsky   May 2011 - August 2011

Skills
Leadership, Microsoft Excel, Marketing Strategy, Project Management, Presenting, Market Research, Speech Writing, Finance, Start-ups, Equity Research, Business Development, Marketing, Asset Allocation, Public Speaking

Education
University of Southern California - Marshall School of Business   2010 — 2013
Bachelor of Science (B.S.), Finance, General

University of Miami   2009 — 2010
Business Administration and Management, General

Trammel Martin Trammel Martin Greater Boston Area Details
Trammel Martin's UBS Private Wealth Management Experience October 2013 - Present
Job
Industry Investment Management
Experience
UBS Private Wealth Management   October 2013 - Present
Trefis  November 2010 - November 2013
Apus Investments   October 2008 - December 2010
Citigroup  2005 - 2007
Citigroup  2004 - 2005
Citigroup  2003 - 2003
Morningstar  2002 - 2002
AIM Funds  2001 - 2001

Education
University of Chicago
B.A., Economics

New York University - Leonard N. Stern School of Business
MBA, Accounting, Finance, Global Business

The University of Texas at Austin
Latin America Studies, Spanish

Awty International School
International Baccalaureate

Episcopal High School Houston

Rachel (Mattern) Murfit, CFP® Rachel (Mattern) Murfit, CFP® Menlo Park, California Details
Rachel (Mattern) Murfit, CFP®'s UBS Private Wealth Management Experience January 2006 - April 2009
Job Assistant Vice President, Group Director at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  April 2009 - Present
UBS Private Wealth Management   January 2006 - April 2009

Education
University of California, Berkeley   2008 — 2008
Personal Financial Planning

University of Washington   2001 — 2005
BS, Mathematics

Jackie Merriman Jackie Merriman Greater Atlanta Area Details
Jackie Merriman's UBS Private Wealth Management Experience February 2013 - Present
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS Private Wealth Management   February 2013 - Present

Education
Georgia College and State University   2009 — 2012
Bachelor of Science (BS), Mathematics

University of Alabama   2008 — 2009

Gary Amaral CFP, CIMA, CPWA, CRPC Gary Amaral CFP, CIMA, CPWA, CRPC Los Angeles, California Details
Gary Amaral CFP, CIMA, CPWA, CRPC's UBS Private Wealth Management Experience Executive Director, Senior Portfolio ManagerUBS Private Wealth ManagementMay 2015 - Present
Job Executive Director and Senior Portfolio Manager, UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   Executive Director, Senior Portfolio ManagerUBS Private Wealth ManagementMay 2015 - Present
Merrill Lynch Private Banking and Investment Group  May 1997 - May 2015

Skills
CFP, CIMA, CPWA, CRPC, Private Wealth..., Alternative Investments, Investment Strategies, Concentrated Stock..., Generational Wealth..., Liability Management, ALM, Asset Managment, Certified Financial..., Concentrated Stock..., Credit, Estate Planning, Finance, Investments, Portfolio Management, Private Banking, Wealth, Wealth Management..., Asset Management, Wealth Management, Asset Allocation, Financial Analysis, Management, Mutual Funds

Education
University of Southern California
Master of Business Administration (M.B.A.)

University of Nevada-Las Vegas
BS, Finance

Wharton School, University of Pennsylvania
Certified Investment Management Analyst CIMA

The University of Chicago - Booth School of Business
Certified Private Wealth Advisor, CPWA

Geoff Hargadon Geoff Hargadon Greater Boston Area Details
Geoff Hargadon's UBS Private Wealth Management Experience 1999 - Present
Job Senior Vice President, UBS Financial Services
Industry Financial Services
Experience
UBS Private Wealth Management   1999 - Present
Merrill Lynch  January 1995 - November 1999
Kidder Peabody & Co.   June 1982 - January 1995

Education
Harvard University   1972 — 1976
BA, Economics

Wilton High School, Wilton CT   1968 — 1972

Marie Camacho Marie Camacho Phoenix, Arizona Area Details
Marie Camacho's UBS Private Wealth Management Experience December 2005 - September 2011
Job Director Business Development at Satellite
Industry Consumer Electronics
Experience
Satellite ID   September 2011 - Present
UBS Private Wealth Management   December 2005 - September 2011
Smith Barney  March 2004 - December 2005

Skills
Strategic Partnerships, Investments, Portfolio Management, Marketing Strategy, Product Development, Business Development, New Client Prospecting, Business Planning, Asset Allocation, Wealth Management, Financial Analysis, Strategic Financial..., Microsoft Excel, Competitive Analysis, Investment Strategies, Cross-functional Team..., Financial Planning, Analysis, Market Research, Strategy, Product Management, Financial Advisory, Management, Product Marketing

Education
Brigham Young University
BA, Economics, Business Management

Karleny Lugo-Dessis Karleny Lugo-Dessis Greater New York City Area Details
Karleny Lugo-Dessis's UBS Private Wealth Management Experience November 2007 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   November 2007 - Present
Morgan Stanley  March 2004 - November 2007

Skills
Microsoft Excel, Microsoft Office, Outlook, Banking, Microsoft Word, Customer Service, Sales, Team Leadership, Risk Management, Nonprofits, Marketing, Leadership, Financial Modeling, Financial Analysis, Access, Budgets

Education
Fordham University   1997 — 2001
BS, Management & Accounting

Will Gourd Will Gourd Greater New York City Area Details
Will Gourd's UBS Private Wealth Management Experience September 2008 - Present
Job Managing Director at UBS Financial Services, Inc.
Industry Banking
Experience
UBS Private Wealth Management   September 2008 - Present
Lehman Brothers  March 2005 - September 2008
JP Morgan Private Bank  1994 - March 2005
Smith Barney  1987 - 1994
Bankers Trust  1985 - 1987

Education
New York University - Leonard N. Stern School of Business   1987 — 1991
MBA, Finance

Skidmore College   1981 — 1985
Economics and Business

Suffield Acadamy   1978 — 1981

Anastasia Alt Anastasia Alt New York, New York Details
Anastasia Alt's UBS Private Wealth Management Experience January 2007 - May 2007
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  August 2014 - Present
J.P. Morgan   August 2010 - April 2014
JPMorgan  June 2009 - August 2009
Lehman Brothers  July 2008 - August 2008
Fidelity Investments  May 2008 - June 2008
JCK Partners L.P.   June 2007 - August 2007
UBS, Private Wealth Management  January 2007 - May 2007

Skills
Investment Banking, Commodity, Fixed Income, Trading, Bloomberg, Derivatives, Microsoft Office, Credit, Microsoft Excel, Valuation, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Venture Capital, Equity Research, Private Equity, Risk Management, Business Analysis, Mergers & Acquisitions, Bloomberg Terminal

Education
Columbia University in the City of New York   2006 — 2010
B.A., American Studies

Riverdale Country School

Kaitlyn McDonald Kaitlyn McDonald Greater New York City Area Details
Kaitlyn McDonald's UBS Private Wealth Management Experience January 2014 - Present
Job Registered Client Service Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   January 2014 - Present

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media

Education
Rutgers, The State University of New Jersey-New Brunswick   2006 — 2010
Bachelor of Arts (B.A.), Economics

Thomas Mahoney, CFA, CAIA Thomas Mahoney, CFA, CAIA Los Angeles, California Details
Thomas Mahoney, CFA, CAIA's UBS Private Wealth Management Experience July 2004 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   July 2004 - Present
CFA Society of Los Angeles   June 2013 - Present
CAIA Associaton Los Angeles   May 2011 - Present
Donaldson, Lufkin & Jenrette   January 1995 - July 2004
Kidder Peabody  October 1992 - January 1995
E.F. Hutton & co.   May 1987 - October 1992

Education
University of Wisconsin-Madison   1979 — 1981
Bachelor of Business Administration (BBA), Finance

Pepperdine University, The George L. Graziadio School of Business and Management   1985 — 1987
Master of Business Administration (M.B.A.)

Maria Tanzola Maria Tanzola Greater New York City Area Details
Maria Tanzola's UBS Private Wealth Management Experience January 2012 - Present
Job Private Wealth Advisor & Senior VIce President
Industry Financial Services
Experience
UBS Private Wealth Management   January 2012 - Present
UBS Private Wealth Managment   January 2012 - Present
U.S. Trust   2006 - 2011
PNC  1996 - 2005

Skills
Wealth Management, Investments, Wealth Management..., Portfolio Management, Asset Allocation, Estate Planning, Investment Strategies, Alternative Investments, Retirement Planning, High Net Worth..., Banking, Commercial Lending, Wealth, Hedge Funds, Financial Modeling, Fixed Income, Retirement, Financial Analysis, Insurance, Private Banking, Investment Banking, Credit Analysis, Strategic Financial..., Relationship Management, Loans, Capital Markets, ETFs, Small Business Lending, Investment Management, Financial Advisory, Mergers & Acquisitions, Due Diligence, Mortgage Lending, Commercial Banking, Risk Management, Trusts, Estate Tax Planning, Executive Management, Asset Management, Financial Planning

Education
Moravian College

Raritan Va

Bill Loskota Bill Loskota Greater Los Angeles Area Details
Bill Loskota's UBS Private Wealth Management Experience July 2010 - May 2011
Job Assistant Vice President at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management  January 2013 - Present
Oaktree Capital Management  May 2011 - December 2012
UBS Private Wealth Management   July 2010 - May 2011
UBS Private Wealth Management   February 2008 - July 2010

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance

Pepperdine University
B.S., Finance

Christian Capasso Christian Capasso New York, New York Details
Christian Capasso's UBS Private Wealth Management Experience June 2007 - August 2009
Job Senior Associate at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors  May 2013 - Present
UBS  August 2009 - May 2013
SlantShack Jerky, LLC   December 2009 - June 2012
UBS Private Wealth Management   June 2007 - August 2009

Skills
Financial Modeling, Valuation, Equities, Private Equity, Investment Management, Investment Banking, Corporate Finance

Education
Columbia Business School   2012 — 2014

Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics

Bryan Charles Bryan Charles Houston, Texas Details
Bryan Charles's UBS Private Wealth Management Experience May 2010 - Present
Job Investment Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   May 2010 - Present
Morgan Stanley Smith Barney  August 2008 - May 2010
Merrill Lynch  January 2008 - August 2008

Education
Texas State University-San Marcos   2004 — 2007
BBA, Finance and Economics

Adam Reeves, CFP Adam Reeves, CFP Greater Atlanta Area Details
Adam Reeves, CFP's UBS Private Wealth Management Experience January 2009 - April 2015
Job Franchise Owner at Chicken Salad Chick
Industry Financial Services
Experience
Chicken Salad Chick  2015 - Present
UBS Private Wealth Management   January 2009 - April 2015
Morgan Stanley Smith Barney  2000 - 2009
Murphy Investment   1998 - 2000

Education
University of Alabama   1993 — 1997
Bachelors, Marketing

Kent Kirby Kent Kirby Nashville, Tennessee Details
Kent Kirby's UBS Private Wealth Management Experience November 2008 - Present
Job Private Wealth Advisor, Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Private Wealth Management   November 2008 - Present
Maximum Artist   2009 - 2015
UBS  2008 - 2015
UBS  2008 - 2015
Merrill Lynch Private Banking and Investment Group (PBIG)   February 1993 - November 2008
US Navy  1987 - 1992

Education
United States Naval Academy   1983 — 1987
BS, Political Science and Engineering

Katrina Hernandez Katrina Hernandez San Francisco Bay Area Details
Katrina Hernandez's UBS Private Wealth Management Experience August 2013 - Present
Job Client Associate at UBS
Industry Financial Services
Experience
UBS, Private Wealth Management  August 2013 - Present
Credit Suisse Securities, LLC Private Banking USA   January 2012 - August 2013
Citadel Investment Group  2011 - 2012
Systems & Space, Inc.   2010 - 2011
Bank of America  2006 - 2009

Education
San Jose State University
B.A, Psychology

Michael Tomasch Michael Tomasch San Francisco Bay Area Details
Michael Tomasch's UBS Private Wealth Management Experience September 2008 - May 2012
Job Account Executive at Pandora
Industry Internet
Experience
Pandora  February 2013 - Present
UBS Private Wealth Management   September 2008 - May 2012
Lehman Brothers  January 2004 - September 2008
Banc of America Securities  April 2001 - January 2004
Montgomery Securities  September 1999 - April 2001

Skills
Series 7, Series 63, Series 65, Asset Allocation, Wealth Management, Business Development, Mobile Advertising, Asset Management, Strategic Partnerships, Investments, Mobile Devices, Sales, Marketing Strategy, Online Advertising

Education
University of California, Santa Barbara   1995 — 1999
Bachelor of Arts (B.A.), Business Economics

Mammoth High School   1990 — 1994

Kaitlyn Alvino Kaitlyn Alvino Greater New York City Area Details
Kaitlyn Alvino's UBS Private Wealth Management Experience June 2012 - August 2012
Job Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  August 2014 - Present
UBS Wealth Management  June 2013 - August 2013
UBS Private Wealth Management   June 2012 - August 2012
Pat Tillman Foundation  June 2011 - August 2011

Skills
VBA, Microsoft Excel, Bloomberg, Microsoft Word, PowerPoint, PC, Apple Macintosh, Economics, Spanish, Public Speaking, Social Media

Education
Bucknell University   2010 — 2014
BSBA, Business Management

Hackley School   2006 — 2010
High School Diploma

Michael Greenly,CIMA Michael Greenly,CIMA Philadelphia, Pennsylvania Details
Michael Greenly,CIMA's UBS Private Wealth Management Experience April 2009 - Present
Job Senior Vice President WM / UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   April 2009 - Present
Morgan Stanley  April 1994 - April 2009

Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Series 7, Alternative Investments, Securities, Investment Strategies, Hedge Funds, Marketing, Series 63, Asset Management, Business Development, Venture Capital, Private Equity, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   2007 — 2008
CIMA, Investment Management Analyst

La Salle University   1991 — 1993
BA, Major - Political Science Minor - Business & History

Gerard Sager Gerard Sager Farmington, Connecticut Details
Gerard Sager's UBS Private Wealth Management Experience June 2013 - August 2013
Job Metro Realty Group Ltd
Industry Real Estate
Experience
UBS Private Wealth Management   June 2013 - August 2013

Skills
Microsoft Word, Microsoft Excel, Critical Thinking, Teamwork, Philosophy, Soccer

Education
Gettysburg College   2011 — 2015
Bachelor of Arts (BA), Philosophy

Loomis Chaffee School   2010 — 2011
PG

Farmington High School   2006 — 2010
9-12

Rob Gillard, CFP, CIMA Rob Gillard, CFP, CIMA Greater Los Angeles Area Details
Rob Gillard, CFP, CIMA's UBS Private Wealth Management Experience September 2007 - January 2012
Job Independent Certified Financial Planner with over 15 years of experience in private wealth management
Industry Financial Services
Experience
California Financial Partners, Inc.   April 2013 - Present
Fidelity Investments  January 2012 - March 2013
UBS Private Wealth Management   September 2007 - January 2012
Deutsche Bank  August 1999 - September 2007

Skills
Certified Financial..., Certified Investment..., Series 7, Series 65, Series 63, Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Investment Advisory, Strategic Financial..., Uniform Combined State..., Retirement Planning, Securities, Investment Strategies, Financial Advisory

Education
University of Miami - School of Business   1995 — 1999
Bachelor of Business Administration (BBA), Finance

Jamie Fryman Jamie Fryman Greater Chicago Area Details
Jamie Fryman's UBS Private Wealth Management Experience November 2011 - January 2012
Job Sr. Fleet Consultant at Fleetmatics Group PLC (NYSE: FLTX)
Industry Management Consulting
Experience
Fleetmatics Group PLC (NYSE: FLTX)   January 2013 - Present
Audiolines.com   June 2009 - January 2013
UBS - Private Wealth Management  November 2011 - January 2012
Cold Stone Creamery  June 2006 - January 2008

Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Outlook, Event Planning, Sales, Marketing, Leadership, Data Entry, Social Media, Teamwork, Access, Public Speaking, Research, Management, Inventory Management, Facebook, Project Management, Social Media Marketing, Business Networking, Business Strategy, Cold Calling, Eloqua, Sales Process, Lead Generation, Recruiting, Salesforce.com, B2B, Sales Operations, Mobile Devices, New Business Development, Account Management

Education
DePaul University   2010 — 2012
Bachelor of Science in Business Administration, Magna Cum Laude

Indiana University Bloomington   2008 — 2010

Glenbrook North Highschool   2004 — 2008

David Kritzer David Kritzer Greater Atlanta Area Details
David Kritzer's UBS Private Wealth Management Experience November 2008 - Present
Job Kritzer Castellaw Wealth Management Group
Industry Financial Services
Experience
UBS Private Wealth Management   November 2008 - Present
Deutsche Bank  March 2000 - November 2008
PaineWebber  January 1994 - March 2000
AT&T  January 1989 - December 1993

Education
Fairleigh Dickinson University   1991 — 1993
Master of Science, Finance

Canisius College   1983 — 1987
B.S., Accounting

Michael Parsons, CFA Michael Parsons, CFA Atlanta, Georgia Details
Michael Parsons, CFA's UBS Private Wealth Management Experience September 2008 - April 2011
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
Trinity Community Ministries  October 2013 - Present
RBC Capital Markets  April 2011 - Present
UBS Private Wealth Management   September 2008 - April 2011
Lehman Brothers  July 2007 - September 2008

Skills
Equities, Capital Markets, Financial Analysis, Investments

Education
Auburn University   2003 — 2007
Bachelor of Science (BS), Accounting

Bryan S. Romano, CFA Bryan S. Romano, CFA Greater New York City Area Details
Bryan S. Romano, CFA's UBS Private Wealth Management Experience October 2008 - Present
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   October 2008 - Present
Morgan Stanley Private Wealth Management  July 1998 - October 2008

Education
University of Pennsylvania - The Wharton School   1994 — 1998
BS, Economics

Freehold Boro HS

Freehold Boro HS

Marc Laborde Marc Laborde Houston, Texas Area Details
Marc Laborde's UBS Private Wealth Management Experience March 2014 - Present
Job Senior Vice President at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   March 2014 - Present
UBS Private Wealth Management   October 2012 - March 2014
UBS Private Wealth Management   November 2008 - October 2012
Merrill Lynch Private Banking and Investment Group  April 2006 - November 2008
Goldman Sachs  May 2005 - August 2005
Hibernia South Coast Capital   January 2005 - March 2005

Education
Tulane University - A.B. Freeman School of Business   2004 — 2006
MBA, Finance

Louisiana State University and Agricultural and Mechanical College   1998 — 2003
BS

Clara Allen Clara Allen New York, New York Details
Clara Allen's UBS Private Wealth Management Experience August 2013 - Present
Job Associate Director Administrative Manager at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   August 2013 - Present
Merrill Lynch Private Banking and Investment Group  December 2010 - August 2013
Merrill Lynch Global Wealth Management  October 2009 - December 2010
Merrill Lynch Global Wealth Management  June 2007 - October 2009
Gain Capital - Forex.com   July 2006 - June 2007

Skills
Training, Risk Management, Strategy, Management, Leadership, Finance, Human Resources, Investments, Securities, Wealth Management, Options, Sales, FX Options, FINRA, Recruiting, Series 7, Financial Services, Equities

Education
Rutgers, The State University of New Jersey-New Brunswick   2002 — 2006
Bachelor of Arts, Political Science, Philosophy

Karoline O'Connor Karoline O'Connor Greater Chicago Area Details
Karoline O'Connor's UBS Private Wealth Management Experience December 2007 - Present
Job The Klaas Group Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   December 2007 - Present
Morgan Stanley  January 1995 - December 2007
Parkway Bank & Trust Company  January 1989 - January 1995

Education
Elmhurst College
BS in Finance

Mariana Kvitko Mariana Kvitko San Francisco, California Details
Mariana Kvitko's UBS Private Wealth Management Experience September 2013 - May 2014
Job Strategic Partnerships at LiveRamp
Industry Internet
Experience
LiveRamp  May 2014 - Present
UBS Private Wealth Management   September 2013 - May 2014
HSBC Private Bank  March 2012 - August 2013
HSBC Private Bank  September 2010 - March 2012
HSBC Private Bank  July 2009 - September 2009
Market Access Partners / Cargico Group   August 2008 - December 2008
Sun Microsystems  May 2008 - July 2008
Co-sponsored   June 2004 - August 2004

Skills
Investment Banking, Equities, Financial Modeling, Bloomberg, Strategy, Research, Hedge Funds, Fixed Income

Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance & Entrepreneurship

Rotterdam School of Management
Masters Program Exchange Student, Management

Justin T. Steers Justin T. Steers Atlanta, Georgia Details
Justin T. Steers's UBS Private Wealth Management Experience June 2014 - Present
Job Asst. Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   June 2014 - Present
UBS Private Wealth Management   April 2012 - Present
UBS Wealth Management  February 2009 - March 2012
UBS Wealth Management  January 2008 - January 2009

Education
UCLA   1989 — 1992
Bachelor of Arts (BA), Political Science and Government

Henry M. Gunn Sr. High School

Eric Yamin Eric Yamin Greater New York City Area Details
Eric Yamin's UBS Private Wealth Management Experience October 2008 - Present
Job Senior Portfolio Manager UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   October 2008 - Present
Morgan Stanley Private Wealth Management  January 1997 - October 2008

Education
Tufts University   1983 — 1987
Bachelor of Arts (B.A.), International Relations

Riverdale Country School   1978 — 1983

Stacey Berson Stacey Berson New York, New York Details
Stacey Berson's UBS Private Wealth Management Experience April 2013 - September 2013
Job Associate at Joel Isaacson & Co., LLC
Industry Financial Services
Experience
Joel Isaacson & Co., LLC   March 2014 - Present
UBS Private Wealth Management   April 2013 - September 2013
Evermore Global Advisors   June 2011 - August 2011
Berson and Corrado Investment Advisory Services   June 2010 - August 2010
CBS Corporation  June 2009 - August 2009

Education
University of Maryland - Robert H. Smith School of Business   2008 — 2012
Bachelor of Science (B.S.), Finance, 3.7 GPA

Universitat Autònoma de Barcelona   2010 — 2011
International Finance, International Economics, and Spanish Language

Sarah Croasdale Sarah Croasdale Oklahoma City, Oklahoma Area Details
Sarah Croasdale's UBS Private Wealth Management Experience January 2008 - September 2008
Job Manager Treasury at Ascent Resources, LLC
Industry Oil & Energy
Experience
Ascent Resources  December 2013 - Present
American Energy Partners, LP  December 2013 - October 2015
Devon Energy  November 2011 - December 2013
Altair Advisers  October 2008 - February 2010
UBS Private Wealth Management   January 2008 - September 2008
Northwestern Mutual  May 2007 - December 2007

Skills
Financial Modeling, Finance, Credit, Financial Analysis, Risk Management, Due Diligence, Strategic Financial..., Investments, Microsoft Excel, Asset Management, Portfolio Management, Strategic Planning, Energy, Microsoft Office, Data Analysis, Budgets, Wealth Management, Derivatives, Financial Reporting, Analysis, Accounting, Valuation, Financial Accounting, Banking, Treasury Management, Bloomberg, Natural Gas, Commodity Markets, Asset Allocation, Mutual Funds, Oil, Account Reconciliation, General Ledger, Alternative Investments, Investment Management, Energy Industry, Securities, Insurance, Private Equity, Relationship Management, Series 7, Cash Management, Financial Risk, Investment Advisory, Business Relationship..., Treasury, Internal Controls, Loans

Education
Oklahoma City University   2010 — 2011
MBA

The University of Kansas   2003 — 2007
Bachelor of Science in Business, Business Management

Jason E. Latos Jason E. Latos New York, New York Details
Jason E. Latos's UBS Private Wealth Management Experience April 2004 - Present
Job Senior Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   April 2004 - Present
JP Morgan Private Bank  1995 - 2004

Skills
Wealth Management, Global Tactical Asset..., Investment Strategies, Investments, Financial Advisory, Equity Trading, Fixed Income Strategies, Alternative Investments, Hedge Funds, Private Equity, Derivatives, Cash Management, Equities, Finance, Series 7, Banking, Strategy, Fixed Income, Portfolio Management, Asset Management, High Net Worth..., Wealth, Capital Markets, Financial Markets

Education
University of Delaware
BS, Finance

Tracy Reuter Tracy Reuter Greater Philadelphia Area Details
Tracy Reuter's UBS Private Wealth Management Experience August 2007 - September 2008
Job Financial Services Professional with experience in Business Development and Private Wealth Management
Industry Financial Services
Experience
BlackRock  September 2008 - September 2012
UBS Private Wealth Management   August 2007 - September 2008
UBS Wealth Management  July 2005 - July 2007

Skills
Series 7, Fixed Income, Asset Allocation, Wealth Management..., Mutual Funds, Wealth Management, Investments, Financial Advisory, High Net Worth..., Private Equity, Financial Modeling, Equities, Portfolio Management, Structured Products

Education
Columbia University in the City of New York   2001 — 2005
BA, Political Science

Frank Amsler, CFA, CFP, CIMA Frank Amsler, CFA, CFP, CIMA Houston, Texas Area Details
Frank Amsler, CFA, CFP, CIMA's UBS Private Wealth Management Experience November 2008 - Present
Job Senior Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS, Private Wealth Management  November 2008 - Present
Merrill Lynch Private Banking and Investment Group  June 1995 - November 2008
Salomon Brothers  1994 - 1995
United States Air Force  May 1987 - July 1992

Education
The University of Texas at Austin   1992 — 1994
MBA, Finance

University of Dayton   1989 — 1992
Masters of Arts, Political Science & International Affairs

United States Air Force Academy   1983 — 1987
BSEE, Electrical Engineering

Boston Latin School   1977 — 1983
HS

Brian W. Formento, CAIA Brian W. Formento, CAIA Greater New York City Area Details
Brian W. Formento, CAIA's UBS Private Wealth Management Experience June 2009 - Present
Job Executive Director, Senior Portfolio Strategist at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   June 2009 - Present
UBS Wealth Management  September 2008 - July 2009
UBS Private Wealth Management   July 2006 - July 2008
Deutsche Bank Private Wealth Management  June 2002 - December 2005
KM Management now Volaris Volatility Management   2000 - 2001

Skills
Alternative Investments, Fixed Income, Portfolio Management, Derivatives, Equities, Wealth Management, Capital Markets, Investments, Asset Management, Investment Strategies, Trading, Financial Structuring, Insurance, Asset Allocation, Due Diligence, Hedge Funds, Wealth Management..., Financial Services, Structured Products, Financial Markets, Risk Management, Financial Advisory, Hedging, Structured Finance, Series 24, Private Placements, High Net Worth..., Wealth, Family Office, Institutional..., Investment Management, Series 7, Investment Advisory, Securities, Fund Of Funds, Private Equity, Bonds, Emerging Markets, Mutual Funds, Private Banking, Investment Banking

Education
Boston University   1977 — 1981
BA/MA, Economics

Liza Brigham Liza Brigham Chicago, Illinois Details
Liza Brigham's UBS Private Wealth Management Experience 1998 - 2000
Job Account Manager at Signature Consultants
Industry Information Technology and Services
Experience
Signature Consultants  January 2015 - Present
e.biT Consulting   January 2014 - January 2015
Neiman Marcus  January 2013 - December 2013
Brigham Construction Company   May 2009 - December 2013
Invesco PowerShares  September 2008 - October 2010
Bank of America  June 2005 - September 2008
Credit Suisse Securities LLC, Family Wealth Management Services Group   August 2004 - June 2005
Morgan Stanley Private Wealth Management  June 2000 - August 2004
UBS Private Wealth Management   1998 - 2000
Bear Stearns Securities Corporation  1997 - 1998

Skills
Series 63, Series 7, Trading, Investments, Series 65, Hedge Funds, ETFs, Wealth Management, Alternative Investments, Portfolio Management, Financial Advisory, Management, Relationship Management, Private Banking, Wealth, Investment Strategies, Sales, Mortgage Lending, Securities, Investment Advisory, Asset Management, Equities, Business Development, Finance, Financial Analysis, Financial Services, Options, Financial Markets, Mutual Funds, Investment Management, Asset Allocation

Education
Michigan State University   1993 — 1997
BA, Accounting

Edina High School   1990 — 1993
high school

Brian K. Gray Brian K. Gray Tampa, Florida Details
Brian K. Gray's UBS Private Wealth Management Experience April 2014 - Present
Job Managing Director Wealth Management at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management   April 2014 - Present

Skills
Management, Investments, Asset Management, Wealth Management, Portfolio Management, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Finance, Equities

Education
University of South Florida
Master of Business Administration (MBA)

Western Kentucky University   1989 — 1991
Bachelor of Arts (B.A.)

Austin Peay State University   1987 — 1988

Rory O'Connor Rory O'Connor Greater New York City Area Details
Rory O'Connor's UBS Private Wealth Management Experience February 2012 - May 2012
Job Associate Banker LFG at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank  June 2014 - Present
Westport Resources  August 2012 - June 2014
Fairfield University  September 2013 - May 2014
UBS Private Wealth Management   February 2012 - May 2012
Fairfield University  September 2008 - April 2012
Federal Work Study  January 2009 - March 2012
Center for International Business Ethics   January 2011 - May 2011

Skills
Economics, Wealth Management, Financial Analysis, Equities, Microsoft Excel, PowerPoint, Data Analysis, Market Research, Retirement Planning, Access, Leadership, Research, Bloomberg Terminal, Finance, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Services, Training, Editing, Risk Management

Education
Fairfield University   2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.12

University of International Business and Economics   2011 — 2011

St. Ignatius College Prep.   2004 — 2008
High School Diploma

Donald McCunniff Donald McCunniff Greater Chicago Area Details
Donald McCunniff's UBS Private Wealth Management Experience August 2013 - Present
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   August 2013 - Present
UBS Private Wealth Management   August 2011 - August 2013

Education
The University of Chicago Booth School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Denison University   2006 — 2010
BA, Economics/Spanish

London School of Economics and Political Science   2008 — 2008
Summer Program, Industrial Organization & Competition Policy

Eric R. Schwartz, CIMA® Eric R. Schwartz, CIMA® Greater New York City Area Details
Eric R. Schwartz, CIMA®'s UBS Private Wealth Management Experience February 2009 - Present
Job Private Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Private Wealth Management   February 2009 - Present
Smith Barney  May 1993 - February 2009

Education
State University of New York College at Plattsburgh   1989 — 1993
Business Management, Business Administration and Management, General

University of Pennsylvania - The Wharton School
Certified Invesment Management Consultant (CIMA®)

Idil Ozdemir Idil Ozdemir New York, New York Details
Idil Ozdemir's UBS Private Wealth Management Experience September 2003 - January 2009
Job Private Wealth Relationship Manager at Bank of America Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Bank of America Merrill Lynch Private Banking & Investment Group   January 2009 - July 2015
UBS Private Wealth Management   September 2003 - January 2009
Morgan Stanley  May 2001 - September 2003

Skills
Asset Allocation, Alternative Investments, Asset Management, Investments, Equities, Hedge Funds, Investment Strategies, Portfolio Optimization, Manager Selection, Mutual Funds, Investment Management, Investment Advisory, Wealth Management, Portfolio Management, Financial Markets, Bloomberg, Strategic Financial..., Private Equity, Valuation, Options, Structured Products, Capital Markets

Education
Pace University - Lubin School of Business   2000 — 2003
Master of Business Administration (M.B.A.), Financial Management

Bilkent Üniversitesi / Bilkent University   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Dan Tichenor, CFA Dan Tichenor, CFA San Francisco Bay Area Details
Dan Tichenor, CFA's UBS Private Wealth Management Experience 2011 - 2012
Job Wealth Strategy Associate at UBS Institutional Consulting, a division of UBS
Industry Investment Management
Experience
UBS  2012 - Present
UBS Private Wealth Management   2011 - 2012
UBS  2008 - 2011
Robert Half International - Financial Services Group   2007 - 2008
MetLife Securities, Inc.   2004 - 2007

Education
University of Oxford - Said Business School
Private Equity

Saint Mary's College of California   2000 — 2004
Bachelor's of Science in Economics, Business Administration

Eleanor Bigelow Eleanor Bigelow San Francisco Bay Area Details
Eleanor Bigelow's UBS Private Wealth Management Experience 2000 - 2002
Job Consultant at Webster Pacific, LLC
Industry Financial Services
Experience
Webster Pacific, LLC  2011 - Present
UBS Private Wealth Management   2000 - 2002
Roberston Stephens   1997 - 2000
Montgomery Asset Management  1995 - 1997
Volpe Welty   1993 - 1995

Education
University of California, Berkeley
Bachelor of Arts, English Literature

Kevin Thurston Kevin Thurston Greater Boston Area Details
Kevin Thurston's UBS Private Wealth Management Experience 2010 - Present
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Private Wealth Management   2010 - Present

Education
The Johns Hopkins University   2001 — 2003
MA, International Economics

Colby College   1994 — 1998
BA, English Literature

Caroline Tickler Caroline Tickler Greater Los Angeles Area Details
Caroline Tickler's UBS Private Wealth Management Experience September 2008 - September 2011
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte  September 2013 - Present
Deloitte Consulting  June 2012 - August 2012
UBS Private Wealth Management   September 2008 - September 2011
Lehman Brothers  October 2006 - September 2008
Fisher Investments  September 2005 - September 2006

Education
University of California, Los Angeles - The Anderson School of Management   2011 — 2013
Master of Business Administration (MBA), Strategy

University of California, Los Angeles   2001 — 2005
Bachelor of Science, Mathematics and Applied Science

McKenzie Howarth McKenzie Howarth Boston, Massachusetts Details
McKenzie Howarth's UBS Private Wealth Management Experience July 2009 - June 2011
Job Owner at Bar Method Boston
Industry Health, Wellness and Fitness
Experience
Bar Method Boston   June 2011 - Present
UBS Private Wealth Management   July 2009 - June 2011
UBS  July 2002 - June 2011
UBS Private Wealth Management   January 2006 - October 2009
2004-2006UBS Private Wealth Management   June 2004 - June 2006
2004UBS Private Wealth Management   May 2002 - June 2004

Education
Trinity College   1998 — 2002
Bachelor of Arts, Economics; English Literature and Writing; Roman Art History and Italian language

Trinity College Women's Basketball   1998 — 2002

Trinity College-Hartford   1998 — 2002
bs, economics

Molli Sullivan Molli Sullivan San Francisco, California Details
Molli Sullivan's UBS Private Wealth Management Experience September 2007 - March 2008
Job Instructor at SoulCycle
Industry Health, Wellness and Fitness
Experience
SoulCycle  November 2014 - Present
MADESQUARE   February 2014 - July 2014
Snap Magazine  May 2012 - January 2014
Hipstamatic   January 2012 - January 2014
Ogilvy Public Relations Worldwide  July 2011 - January 2012
Edelman  April 2008 - July 2011
UBS Private Wealth Management   September 2007 - March 2008
Planned Parenthood  December 2006 - June 2007

Skills
Media Relations, Storytelling, Strategic Communications, Message Development, Event Planning, Integrated Marketing, Advertising, Strategy, Journalism, Strategic Partnerships, Photography, New Media, Digital Marketing, Editing

Education
University of Nevada-Reno   2005 — 2007
Journalism with public relations and advertising emphasis

Elizabeth Coston Elizabeth Coston Chicago, Illinois Details
Elizabeth Coston's UBS Private Wealth Management Experience February 2008 - June 2010
Job Director, Operations and Investor Relations at Impact Engine
Industry Venture Capital & Private Equity
Experience
Impact Engine  June 2015 - Present
Kellogg School of Management  August 2014 - June 2015
Kellogg School of Management  August 2013 - July 2014
Civic Consulting Alliance  May 2012 - July 2012
Acumen Fund  March 2012 - April 2012
HighTower  June 2010 - May 2011
UBS Private Wealth Management   February 2008 - June 2010
UBS Investment Bank  June 2006 - January 2008

Skills
Financial Modeling, Valuation, Investments, Strategy, Investment Banking, Impact Investing, Social Entrepreneurship, Financial Analysis, Mergers & Acquisitions, Due Diligence, Equities, Economics, Educational Leadership, Educational Programs, Educational Management, Project Management, Wealth Management, Personal Finance, Thought Leadership, Angel Investing, Venture Capital

Education
Ross School of Business at the University of Michigan   2011 — 2013
MBA, Strategy and Entrepreneurship

Harvard University   2002 — 2006
BA, Economics, Cum Laude

National Cathedral School   1996 — 2002

Jacob Berman Jacob Berman New York, New York Details
Jacob Berman's UBS Private Wealth Management Experience June 2010 - August 2010
Job Investment Banking Analyst at Sagent Advisors
Industry Financial Services
Experience
Sagent Advisors  July 2014 - Present
Cultivation Capital  September 2013 - May 2014
Fleishman Hillard  June 2012 - August 2012
Good Hill Partners  July 2011 - August 2011
UBS--Private Wealth Management  June 2010 - August 2010

Skills
Social Media, Research, Fixed Income, Microsoft Excel, Investments, Finance, Portfolio Management, Trading, Access, Asset Management, Public Relations, Training, Mutual Funds, Analytics, PowerPoint, Microsoft Office, Microsoft Word, SPSS, R, Matlab, Bloomberg

Education
Washington University in St. Louis   2013 — 2014
Masters of Science in Finance, Corporate Finance

Union College   2008 — 2012
Bachelor of Science, Psychology and Economics

Joshua Schaffer Joshua Schaffer Greater New York City Area Details
Joshua Schaffer's UBS Private Wealth Management Experience June 2010 - August 2010
Job Baseball Operations Analyst for the New York Mets
Industry Sports
Experience
New York Mets  March 2015 - Present
JustAnswer.com  July 2012 - February 2015
Senior Center of Elk Grove   May 2011 - August 2011
UBS Private Wealth Management   June 2010 - August 2010

Skills
SQL, Microsoft Excel, Google Adwords, Microsoft Office, Google Analytics, Statistics, Data Analysis, SEM, R, PPC, Online Advertising, VBA, Research, Survey Design, Marketing

Education
University of California, Berkeley   2008 — 2012
Bachelor of Arts, Statistics, 3.6

Franklin High School   2005 — 2008

Owen Brown Owen Brown Los Angeles, California Details
Owen Brown's UBS Private Wealth Management Experience September 2007 - September 2011
Job Senior Business Operations Analyst, at OpenMail
Industry Internet
Experience
Convertro  March 2014 - June 2015
UCLA Anderson School of Management  September 2011 - June 2013
LearnSprout   June 2012 - September 2012
UBS Private Wealth Management   September 2007 - September 2011

Skills
Marketing Attribution, Financial Modeling, Entrepreneurship, Business Development, Chartered Financial..., Writing, Learning Management, Education, Student Information..., Customer Development, Paid Search Strategy, Trading, Data Analysis, Derivatives, CRM, Strategy, Marketing, Management, Analytics, Asset Allocation, Competitive Analysis, Investments, Business Strategy, Securities, Market Research, Project Management, Marketing Strategy, Financial Analysis

Education
UCLA Anderson School of Management   2011 — 2013
Master of Business Administration (MBA)

Georgia Institute of Technology   2001 — 2005
Bachelor of Science (BS), Physics

Chattahoochee High School   1997 — 2001
High School

Carolyn J. Finer, CFA Carolyn J. Finer, CFA Greater New York City Area Details
Carolyn J. Finer, CFA's UBS Private Wealth Management Experience January 2012 - March 2015
Job Private Investment Consultant at City National Rochdale
Industry Investment Management
Experience
City National Rochdale  April 2015 - Present
UBS Private Wealth Management   January 2012 - March 2015
US Trust, Bank of America  September 2006 - January 2012
JPMorgan Private Bank  September 1990 - September 2006

Skills
Comprehensive Wealth..., Portfolio Management, Comprehensive Planning, Chartered Financial..., Wealth Management, Strategic Financial..., Investment Management, Estate Planning, Wealth, High Net Worth..., Banking, Credit, Trusts, Strategy, Asset Allocation, Alternative Investments, Series 7, Equities, Investment Strategies, Mutual Funds, Fixed Income, Hedge Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management...

Education
Georgetown University   1986 — 1990
Bachelor of Science (B.S.), Double Major in Finance & International Management

Fordham University   1993 — 1996
Master of Business Administration (M.B.A.), Finance, General

Thomas Bolger Thomas Bolger Greater Los Angeles Area Details
Thomas Bolger's UBS Private Wealth Management Experience July 2011 - August 2015
Job Senior Associate at The TCW Group
Industry Financial Services
Experience
The TCW Group  August 2015 - Present
UBS Private Wealth Management   July 2011 - August 2015
Western Asset Management  April 2010 - July 2011
China Water and Energy Group   August 2009 - December 2009

Skills
Portfolio Management, Financial Modeling, Finance, Financial Analysis, Investments, Strategy, Asset Management, Valuation, Microsoft Excel, Social Media

Education
University of San Diego   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Spanish

Loyola High School of Los Angeles   2001 — 2005

Jeffrey R. Handler Jeffrey R. Handler Atlanta, Georgia Details
Jeffrey R. Handler's UBS Private Wealth Management Experience July 2015 - August 2015
Job UBS Private Wealth Management Summer Analyst
Industry Financial Services
Experience
BOND Consulting Group - Stephen M. Ross School of Business Affiliated Organizations   January 2014 - Present
UBS Private Wealth Management   July 2015 - August 2015
Salads UP LLC   April 2015 - June 2015
UBS Wealth Management  June 2014 - August 2014

Skills
PowerPoint, Data Analysis, Spanish, Microsoft Excel, Research, Public Speaking, Event Planning, Social Media, Microsoft Word, Leadership, Microsoft Office, Fundraising, Financial Analysis, Facebook, Community Outreach, Management, Teamwork, Analysis, Financial Modeling

Education
University of Michigan - Stephen M. Ross School of Business   2014 — 2017
Bachelor of Business Administration (BBA)

University of Michigan   2013 — 2017

Pace Academy   2009 — 2013
High School Diploma, Liberal Arts and Sciences/Liberal Studies

Haley Hill, CFP Haley Hill, CFP Charlotte, North Carolina Area Details
Haley Hill, CFP's UBS Private Wealth Management Experience January 2011 - Present
Job Sr. Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   January 2011 - Present

Education
UNC Charlotte   1997 — 2001
Bachelor of Science, Finance, Economics

Alex Alard Alex Alard Greater Los Angeles Area Details
Alex Alard's UBS Private Wealth Management Experience May 2015 - Present
Job UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management   May 2015 - Present
BYU Cougar Capital  April 2014 - April 2015
Goldman Sachs  June 2014 - August 2014
Goldman Sachs Asset Management  January 2010 - July 2013
Zenger Folkman  September 2009 - January 2010
Northwestern Mutual  May 2008 - October 2009
Ensign Peak Advisors  January 2009 - April 2009
Missionary Training Center  January 2006 - April 2008
Backcountry.com  May 2007 - August 2007

Education
Brigham Young University
Master of Business Administration (MBA)

Brigham Young University   2006 — 2009
Finance

Jerusalem Center for Near Eastern Studies   2008 — 2008

Timpview

Jazette Smillie Jazette Smillie Newport Beach, California Details
Jazette Smillie's UBS Private Wealth Management Experience September 2007 - January 2008
Job Registered Client Service Associate at UBS Finanical Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc  March 2013 - Present
New First Financial Resources, LLC   July 2010 - February 2013
KBS Realty Advisors  September 2008 - July 2010
UBS Private Wealth Management   September 2007 - January 2008
Deutsche Bank Alex.Brown   June 2005 - September 2007

Education
University of California, Irvine   2004 — 2008
Bachelor of Arts, Women's Studies

Jason Skeesick Jason Skeesick Chicago, Illinois Details
Jason Skeesick's UBS Private Wealth Management Experience October 2011 - July 2012
Job Business Development at Reverie
Industry Health, Wellness and Fitness
Experience
Reverie  August 2014 - Present
Chicago Elite Fitness / Bucktown CrossFit   October 2010 - Present
JPMorgan Chase  August 2012 - August 2014
UBS Private Wealth Management   October 2011 - July 2012
Abbott Laboratories  March 2008 - August 2009
US Army  March 2004 - March 2008

Skills
Financial Modeling, Financial Analysis, Risk Management, Corporate Finance, Cash Flow Forecasting, Commercial Banking, Research, Valuation, Cash Flow Lending, Underwriting, Syndications, Relationship Management, Interest Rate Risk..., Credit Derivatives, Credit, Banking, Asset Based Lending, Treasury Services, Finance, Credit Analysis, Strategy, Analysis, Forecasting, Leadership, Investments, Capital Markets

Education
DePaul University   2009 — 2012
BA, Finance Honors, Accounting

US ARMY   2004 — 2008
Network Switching Systems operator's course, General Dynamics

College of DuPage   2000 — 2002
of study, Liberal Arts

Northern Illinois University

Sandra Del Toro Sandra Del Toro San Francisco Bay Area Details
Sandra Del Toro's UBS Private Wealth Management Experience October 2008 - March 2010
Job HR Manager at Motif Investing, Inc.
Industry Financial Services
Experience
Motif Investing, Inc.   June 2014 - Present
Motif Investing  December 2010 - June 2014
UBS Private Wealth Management   October 2008 - March 2010
Citi Smith Barney  February 2000 - October 2008
Merrill Lynch  September 1997 - February 2000

Skills
Series 7, Venture Capital, Wealth Management, Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Strategic Financial..., Fixed Income, Alternative Investments, Asset Allocation, Financial Services, Hedge Funds, Series 63

Education
University of California, Berkeley
BA, Political Science

Austin Haynes Austin Haynes Greater New York City Area Details
Austin Haynes's UBS Private Wealth Management Experience September 2014 - Present
Job Client Service Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   September 2014 - Present
Grassroot Soccer  August 2013 - July 2014
Grassroot Soccer  June 2012 - July 2013
AmeriCorps  August 2011 - June 2012
Kick4Life  August 2010 - January 2011
Grassroot Soccer  July 2009 - July 2010

Skills
Nonprofits, International..., Strategic Planning, Program Implementation, Curriculum Development, Volunteer Management, Program Development, International Event..., Cloud Computing, Salesforce.com, Sport for Development, Youth Development, Teaching, Youth Soccer Coach, Little Green Light, Citrix, Microsoft Office, iWork, French, Monitoring & Evaluation

Education
Bates College   2003 — 2007
Bachelor's Degree, Classics

Holderness School

Greg Merrill, AWMA® Greg Merrill, AWMA® Greater New York City Area Details
Greg Merrill, AWMA®'s UBS Private Wealth Management Experience July 2014 - Present
Job Wealth Planning Analyst at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   July 2014 - Present
UBS Wealth Management  September 2013 - May 2014

Education
Saint Anselm College   2010 — 2014
Bachelor of Arts (B.A.), Financial Economics

Detroit Catholic Central High School   2004 — 2008
High School Diploma

Lara Antell Lara Antell United States Details
Lara Antell's UBS Private Wealth Management Experience October 2012 - Present
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   October 2012 - Present
Ford Models  July 2012 - October 2012

Education
University of Rochester   2008 — 2012
Bachelor of Arts (B.A.), Psychology

Sylvia Alakusheva Sylvia Alakusheva Greater Boston Area Details
Sylvia Alakusheva's UBS Private Wealth Management Experience 2008 - 2009
Job
Industry Health, Wellness and Fitness
Experience
HealthYummies.com   May 2011 - Present
Goldman Sachs  October 2009 - September 2012
UBS Private Wealth Management   2008 - 2009

Education
University of Bridgeport
Master of Science (M.S.), Clinical Nutrition/Nutritionist

Institute for Integrative Nutrition   2011 — 2012
Professional Degree, Lifestyle and Nutrition Coaching

Ithaca College   2001 — 2005
B.S., Advertising/Public Relations

Gabriel Caponetto Jr Gabriel Caponetto Jr Greater New York City Area Details
Gabriel Caponetto Jr's UBS Private Wealth Management Experience December 2013 - August 2015
Job Wealth Planning Analyst at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   August 2015 - Present
UBS Private Wealth Management   December 2013 - August 2015

Education
Monmouth University   2003 — 2008
B.S., Finance

Kyle Harer Kyle Harer Chicago, Illinois Details
Kyle Harer's UBS Private Wealth Management Experience December 2011 - July 2015
Job Fixed Income Sales at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  July 2015 - Present
UBS Private Wealth Management   December 2011 - July 2015
The Ayco Company, L.P., a Goldman Sachs Company   March 2010 - December 2011
UBS Financial Services  June 2008 - August 2008

Education
Cornell University
Bachelor of Science, Applied Economics & ManagementFinance and Marketing

Gregory Richmand Gregory Richmand New York, New York Details
Gregory Richmand's UBS Private Wealth Management Experience June 2010 - August 2010
Job Fordham University School of Law
Industry Law Practice
Experience
Marcus and Millichap  August 2012 - August 2013
CJS Securities  September 2011 - September 2012
UBS Private Wealth Management   June 2010 - August 2010

Skills
Equities, Financial Modeling, Valuation, Investments, Bloomberg, Securities, Bloomberg Terminal

Education
Fordham University School of Law   2013 — 2016
Doctor of Law (J.D.), Law, 1L

Syracuse University - Martin J. Whitman School of Management
B.S, Finance (2011)

Daniel Pinheiro Daniel Pinheiro Greater Los Angeles Area Details
Daniel Pinheiro's UBS Private Wealth Management Experience June 2011 - August 2011
Job Analyst at Channel West Group, LLC
Industry Commercial Real Estate
Experience
Channel West Group, LLC   January 2015 - Present
Bank of America  April 2014 - December 2014
Bank of America  July 2012 - March 2014
Pepperdine University  August 2010 - December 2011
UBS Private Wealth Management   June 2011 - August 2011
UBS Private Wealth Management   January 2011 - May 2011
California Department of Transportation  May 2009 - August 2009

Skills
Mortgage Lending, Banking, Strategy, Investor Relations, Securitization, Structured Finance, Valuation

Education
Pepperdine University   2008 — 2012
B.S., Finance

Valencia High School   2004 — 2008
Diploma

Thomas Casey Stamps Thomas Casey Stamps Atlanta, Georgia Details
Thomas Casey Stamps's UBS Private Wealth Management Experience
Job UBS Financial Services Inc. Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management  

Education
University of Florida   2009 — 2013
Bachelor of Science in Business Administration, Finance, General

The Bolles School   2006 — 2009

Brooke Flanagan Brooke Flanagan Los Angeles, California Details
Brooke Flanagan's UBS Private Wealth Management Experience July 2013 - April 2014
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch PBIG   April 2014 - Present
UBS Private Wealth Management   July 2013 - April 2014
Prologue Capital  June 2012 - January 2013
First Run Ski Shop   December 2011 - February 2012

Education
Colgate University   2009 — 2013
Bachelor of Arts (B.A.)

IES Barcelona, Spain   2011 — 2011
Spanish Language and Literature

Joy Christian Joy Christian New York, New York Details
Joy Christian's UBS Private Wealth Management Experience June 2011 - Present
Job Account Vice President at UBS Private Wealth Management
Industry Banking
Experience
UBS Private Wealth Management   June 2011 - Present
Morgan Stanley Private Wealth Management  February 2006 - June 2011

Education
Saint Peter's University   1998 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Saint Peter's University   1992 — 1996
Bachelor of Science (B.S.), Biology, General

Tian Xing Tian Xing New York, New York Details
Tian Xing's UBS Private Wealth Management Experience September 2011 - May 2012
Job Key Account Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse AG  July 2012 - Present
UBS Private Wealth Management   September 2011 - May 2012

Education
Georgetown University   2008 — 2012
Bachelor's Degree, Finance

Jackson Schneider Jackson Schneider Boston, Massachusetts Details
Jackson Schneider's UBS Private Wealth Management Experience November 2014 - Present
Job Senior Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Private Wealth Management   November 2014 - Present
UBS Private Wealth Management   February 2009 - November 2014
Bernstein Global Wealth Management  January 2006 - February 2009
Adviser Investments  September 2004 - January 2006

Education
Syracuse University - Martin J. Whitman School of Management   2000 — 2004
Bachelor's Degree, Finance, General

Gorham High School   1996 — 2000
Gorham, Maine

Scott Bergman Scott Bergman Greater New York City Area Details
Scott Bergman's UBS Private Wealth Management Experience August 2012 - January 2013
Job Client Development Associate at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ  June 2014 - Present
Nielsen  June 2013 - June 2014
UBS Private Wealth Management   August 2012 - January 2013
Gamco Investors, Gabelli & Co, Trading Desk   May 2012 - July 2012
UBS Financial Services, Eastern Division   January 2012 - March 2012
Gamco Investors, Gabelli & Co, Global Operations   June 2011 - August 2011
Amberly Capital   April 2010 - August 2010

Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Customer Service, Event Planning, Spanish, Marketing, Facebook, Social Media Marketing, Event Management, Research, Teaching, Strategy, Equities, Bloomberg, Financial Modeling, Portfolio Management, Investments, Analysis, Market Research

Education
University of Miami - School of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Majors: Economics, Marketing Minor:Finance

Hewlett High School   2005 — 2009

University of Michigan

Forrest Mas Forrest Mas Greater New York City Area Details
Forrest Mas's UBS Private Wealth Management Experience June 2010 - August 2010
Job Vice President
Industry Financial Services
Experience
TS Capital, LLC  October 2011 - Present
UBS Private Wealth Management   June 2010 - August 2010
Merchant Equity Group   June 2009 - August 2009

Skills
Series 7, Series 63, Morningstar Direct, Hedge Funds, Unit Investment Trusts, Mutual Funds, Asset Allocation, Asset Management, Financial Analysis, Alternative Investments, Investment Strategies, Capital Markets, Financial Modeling, Fixed Income, ETFs, Microsoft Excel, PowerPoint, Portfolio Management, Equities, Investments, Finance, Microsoft Office

Education
St. Lawrence University   2007 — 2011
Economics, Mathematics

East China Normal University   2009 — 2009
Business, Chinese

Millbrook School   2004 — 2007

Rippowam Cisqua School

Tom Kane Tom Kane Greater Chicago Area Details
Tom Kane's UBS Private Wealth Management Experience October 2008 - Present
Job Managing Director at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management   October 2008 - Present
Lehman Brothers  2003 - 2007
First Chicago  July 1998 - February 2002

Education
The University of Chicago - Booth School of Business   2000 — 2002
MBA, Finance & Accounting

Drake University   1994 — 1998
BS, Finance

Luke Daigle Luke Daigle San Francisco Bay Area Details
Luke Daigle's UBS Private Wealth Management Experience June 2015 - Present
Job Associate Director Operations
Industry Financial Services
Experience
UBS Private Wealth Management   June 2015 - Present
Morgan Stanley Private Wealth Management  November 2011 - May 2015
Fidelity Investments  August 2007 - August 2011
E*TRADE Financial  April 1996 - January 2007

Skills
Operations Management, Sales Management, Sales Process, Operational Excellence, Corporate Communications, New Hire Training, Direct Sales, Wealth Management, Business Process..., Series 7, Client Development, Relationship Management, training, Risk Management, High Net Worth..., Training, Cross-functional Team..., Leadership, Financial Services, Management, Finance, Sales, Mutual Funds, Banking, Portfolio Management

Education
California State University-East Bay   1993 — 1995
BA, Communications

Josh Jerele Josh Jerele Greater Denver Area Details
Josh Jerele's UBS Private Wealth Management Experience June 2015 - Present
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   June 2015 - Present
Capstone Advisors LLC   July 2011 - June 2015
Larson Financial Group  November 2010 - November 2011
Columbus Financial Partners LLC   March 2009 - August 2009
Lowe's Home Improvement  May 2007 - August 2008
Papa Murphy's International  March 2003 - August 2006

Education
Taylor University   2006 — 2010
Bachelors of Science, Finance

Katherine Leahy, MA Katherine Leahy, MA San Francisco Bay Area Details
Katherine Leahy, MA's UBS Private Wealth Management Experience January 1997 - October 2009
Job Higher Education Professional, Counselor, MFT Intern
Industry Higher Education
Experience
California Institute for Integral Studies   July 2011 - May 2014
UBS Private Wealth Management   January 1997 - October 2009
Catholic Charities Behavioral Clinic   September 2002 - September 2003
Independent Living Association  January 1992 - January 1996

Skills
Psychology, Stress Management, Program Development, Public Speaking, Non-profits, Coaching, Teaching, Personal Development, Research, Wellness, Leadership Development, Event Planning, Community Outreach, Mental Health, Curriculum Development, Program Management, Case Managment, Career Counseling, Treatment, Therapists, Training, Nonprofits

Education
Institute of Transpersonal Psychology   1998 — 2007
PhD, ABD, Clinical Certificate Transpersonal Psychology

Institute of Transpersonal Psychology   1998 — 2003
MACP, Psychology

Clark University   1988 — 1992
BA, Sociology/Psychology

EAGALA

Rory Devine Rory Devine Nashville, Tennessee Details
Rory Devine's UBS Private Wealth Management Experience May 2015 - August 2015
Job Finance/Sustainable Business Major at Indiana University Kelley School of Business
Industry Financial Services
Experience
UBS Private Wealth Management   May 2015 - August 2015
Cumberland Trust and Investment Company  May 2014 - August 2014
Cumberland Trust and Investment Company  May 2013 - August 2013
Harris Teeter  May 2012 - October 2012

Skills
Highly Reliable, Resourceful..., Charismatic Leadership, Diligent, Teamwork, Public Speaking, Microsoft Word, Access

Education
Indiana University - Kelley School of Business   2013 — 2017
Bachelor's Degree, Finance, General, Junior

Ensworth High School   2009 — 2013

Erin Wilms Erin Wilms San Francisco Bay Area Details
Erin Wilms's UBS Private Wealth Management Experience November 2008 - Present
Job Executive Director and Head of Advanced Planning, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Private Wealth Management   November 2008 - Present
MassMutual Financial Group  January 2006 - October 2008
Ramsbacher Prokey LLP  2000 - 2004

Skills
Estate Planning, Business Planning, Wealth Management, Estate Tax Planning, Series 7, Tax, Retirement, Insurance, Wealth Management...

Education
New York University School of Law   2004 — 2005
LL.M. in Taxation

University of San Diego School of Law   1995 — 1998
J.D.

University of Missouri-Saint Louis   1990 — 1995
B.A., English

Ryan McClellan Ryan McClellan Los Angeles, California Details
Ryan McClellan's UBS Private Wealth Management Experience September 2008 - Present
Job Senior Vice President, UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   September 2008 - Present
Lehman Brothers  July 2000 - September 2008

Education
UCLA Anderson School of Management
MBA, Finance

University of Southern California
BS, Business Administration

Davidson College

Ethan Hafner Ethan Hafner Greater Chicago Area Details
Ethan Hafner's UBS Private Wealth Management Experience February 2009 - Present
Job Private Wealth Advisor
Industry Investment Management
Experience
UBS Private Wealth Management   February 2009 - Present
Smith Barney  2001 - 2009
Merrill Lynch  August 1997 - January 2001

Education
University of Illinois at Urbana-Champaign   1993 — 1997
Finance

University of Illinois at Urbana-Champaign - College of Business   1993 — 1997

Isaac Liberman Isaac Liberman Chicago, Illinois Details
Isaac Liberman's UBS Private Wealth Management Experience February 2005 - December 2009
Job Financial Advisor at IHT Wealth Management
Industry Financial Services
Experience
IHT Wealth Management   May 2015 - Present
U.S. Bancorp Investments, Inc.   2011 - May 2015
Merrill Lynch, Pierce, Fenner & Smith, Inc.   October 2009 - September 2011
UBS Private Wealth Management   February 2005 - December 2009
Smith Barney, Citigroup Global Capital Markets   March 2004 - February 2005

Education
Northwestern University   2006 — 2008
Certified Financial Planner Certificate Program, Financial Planning and Services

Bard College
B.A., Economics

Brookline High School

Marianna Toudouze Marianna Toudouze Houston, Texas Area Details
Marianna Toudouze's UBS Private Wealth Management Experience December 2007 - October 2010
Job Financial Services Administrator/Compliance Manager
Industry Financial Services
Experience
ZT Wealth  October 2010 - Present
UBS Private Wealth Management   December 2007 - October 2010
UBS Financial Services  June 2004 - December 2007
Lincoln Financial Advisors  June 2001 - June 2003
MBM Advisors  2000 - 2001

Skills
Sales, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Financial Advisory, Financial Analysis, Mutual Funds, Trading, Equities, FINRA, 401k, Uniform Combined State..., Series 63

Education
University of Phoenix   2004 — 2005

Lamar University

Karmen Keup Karmen Keup Greater New York City Area Details
Karmen Keup's UBS Private Wealth Management Experience February 2009 - Present
Job Administrative Manager at UBS
Industry Financial Services
Experience
UBS Private Wealth Management   February 2009 - Present
UBS  November 2006 - February 2009

Education
University of Denver - Daniels College of Business   1993 — 1997
BSBA, Marketing

Steven Westerman Steven Westerman Greater Los Angeles Area Details
Steven Westerman's UBS Private Wealth Management Experience January 2009 - Present
Job First Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   January 2009 - Present
Credit Suisse  October 2004 - January 2009
Lehman Brothers  August 2001 - July 2003
Virtual Communities   2000 - 2000

Education
University of Southern California - Marshall School of Business   2006 — 2009
MBA

University of Michigan   1997 — 2001
B.A., Economics & Psychology

Shireen Wise Shireen Wise Houston, Texas Area Details
Shireen Wise's UBS Private Wealth Management Experience November 2010 - Present
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   November 2010 - Present
U.S. Trust Bank of America Private Wealth Management   October 2005 - October 2010
Bank of America  May 2004 - October 2005

Education
Texas A&M University   1999 — 2003
BBA, Marketing

Texas A&M University - Mays Business School   1999 — 2003
Bachelor of Business Administration (BBA), Marketing

Bellaire High School   1995 — 1999

Nicholas Randazzo, CFA Nicholas Randazzo, CFA New York, New York Details
Nicholas Randazzo, CFA's UBS Private Wealth Management Experience August 2011 - Present
Job Director, Senior Wealth Strategist at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   August 2011 - Present
UBS Alternative and Quantitative Investments   July 2007 - July 2011

Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Investments, Series 7, Fund Of Funds, Asset Allocation, Securities, Financial Modeling

Education
City University of New York-College of Staten Island   2002 — 2004
BS, Accounting/Economics

Rutgers University-New Brunswick

James Beickert James Beickert Greater Chicago Area Details
James Beickert's UBS Private Wealth Management Experience 2007 - Present
Job Investment Associate
Industry Financial Services
Experience
Merrill Lynch  2009 - Present
UBS  February 2007 - Present
UBS Private Wealth Management   2007 - Present

Education
State University of New York College at Oneonta   2001 — 2004

Patchogue-Medford   1997 — 2000

Nathan W. Adams Nathan W. Adams Jackson, Wyoming Details
Nathan W. Adams's UBS Private Wealth Management Experience December 2002 - December 2009
Job Chief Financial Officer and Chief Operating Officer at Ravio (DIVA Networks Inc.)
Industry Computer Software
Experience
DIVA Networks - Ravio   October 2013 - Present
Everyartist, L3C   February 2013 - Present
Everyartist, L3C   February 2013 - January 2014
Stratford Group   August 2010 - February 2013
Triangle Energy Partners   2011 - 2013
RMWC/Rocky Mountain Capital   January 2010 - August 2010
UBS Private Wealth Management   December 2002 - December 2009

Skills
Private Equity, Start-ups, Venture Capital, Leadership, Investments, Alternative Investments, Investment Banking, Hedge Funds, International Business, Due Diligence, Venture Financing, Real Estate, Operations Management, Portfolio Management, Investment Management, Financial Modeling, Financial Advisory, Investment Advisory, Equities, Management, Finance, Project Management, Asset Allocation, Fundraising, Business Development, Asset Managment, Investment Strategies, Wealth Management, Valuation

Education
Bentley University
B.S., Finance and Management

Tom Stanton Tom Stanton Greater Philadelphia Area Details
Tom Stanton's UBS Private Wealth Management Experience January 2004 - August 2008
Job Vice President at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group  June 2013 - Present
Dearborn Capital   April 2009 - December 2012
UBS Private Wealth Management   January 2004 - August 2008
Lockwood Financial Services   2000 - 2004

Skills
Alternative Investments, Hedge Funds, Investor Relations, Structured Products, Mutual Funds, Fund Of Funds, Investments, Series 7, Asset Allocation, Wealth, Asset Management, Equities, Investment Management, Fixed Income

Education
Gettysburg College   1990 — 1994
BA, History

Michael Covey Michael Covey Chicago, Illinois Details
Michael Covey's UBS Private Wealth Management Experience October 2007 - Present
Job Managing Director at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management   October 2007 - Present
Western Golf Association/Evans Scholars Foundation  January 2012 - Present
Union League Club of Chicago  June 2014 - June 2015
Clarity Solution Group  May 2012 - May 2014
Union League Club of Chicago  June 2008 - June 2010
Lehman Brothers  December 1999 - October 2007
Diversified Financial Management Corp.  1996 - 1999
Ernst & Young LLP  1994 - 1996

Education
John Carroll University   1990 — 1994
B.S.B.A., Accounting

Loyola University of Chicago Rome Center   1993 — 1993

St. Viator High School   1986 — 1990

Megan Anderson Megan Anderson Greater Chicago Area Details
Megan Anderson's UBS Private Wealth Management Experience September 2007 - March 2009
Job Executive Assistant
Industry Financial Services
Experience
Keystone Capital, Inc.   July 2009 - Present
UBS Private Wealth Management   September 2007 - March 2009
UBS Financial Services  June 2005 - September 2007
Morgan Stanley  2004 - 2005

Skills
Investments, Customer Relations, Excel, PowerPoint, Microsoft Office

Education
Indiana University Bloomington   1997 — 2001
Bachelor's degree, Sociology

Fremd Highschool   1993 — 1997
diploma

Matt Ludington, CFP ® Matt Ludington, CFP ® Chicago, Illinois Details
Matt Ludington, CFP ®'s UBS Private Wealth Management Experience November 2006 - Present
Job Private Wealth Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   November 2006 - Present

Education
University of Illinois at Urbana-Champaign   1985 — 1989
B.S., Finance

St.Charles High School   1981 — 1985

The Avery Coonley School   1978 — 1981

Brian Lowenthal Brian Lowenthal Palm Beach, Florida Details
Brian Lowenthal's UBS Private Wealth Management Experience October 2014 - Present
Job Senior Vice President at UBS Private Wealth Management
Industry Investment Management
Experience
UBS Private Wealth Management   October 2014 - Present
Wealth and Investment Management at Barclays  October 2007 - October 2014
Lehman Brothers  October 2007 - September 2008
Merrill Lynch  March 2004 - September 2007
Sanford C. Bernstein & Co. / Bernstein Global Wealth Management   April 1999 - February 2004

Education
University at Buffalo

Leslie Peter DeGroot IV Leslie Peter DeGroot IV United States Details
Leslie Peter DeGroot IV's UBS Private Wealth Management Experience May 2008 - Present
Job Sr. VPInvestments/Private Wealth Advisor
Industry Financial Services
Experience
UBS Private Wealth Management   May 2008 - Present
JP Morgan  December 1992 - May 2008

Education
Southern Methodist University   1984 — 1988
BS, Economics

Claudio Ravinet Claudio Ravinet Miami/Fort Lauderdale Area Details
Claudio Ravinet's UBS Private Wealth Management Experience November 2006 - Present
Job Senior Vice PresidentPrivate Wealth Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   November 2006 - Present
Bank of America  June 2006 - November 2006
Lehman Brothers  October 2000 - June 2006
Merrill Lynch  April 1998 - September 2000
Goldman Sachs  April 1997 - April 1998

Education
Florida State University
Master of Arts (M.A.)

University of Nebraska-Lincoln
Bachelor of Arts (B.A.)

Ken Witover Ken Witover United States Details
Ken Witover's UBS Private Wealth Management Experience September 2008 - Present
Job Managing Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   September 2008 - Present
Lehman Brothers  January 1987 - September 2008
Salomon Brothers  January 1982 - December 1987

Skills
Equities, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Series 7, Investment Banking, Derivatives, Private Equity, Securities, Investments, Wealth Management, Asset Managment, Management

Education
State University of New York College at Oneonta   1965 — 1969
BA, Biology

Ruggero Borletti Ruggero Borletti Phoenix, Arizona Area Details
Ruggero Borletti's UBS Private Wealth Management Experience November 2008 - Present
Job Private Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   November 2008 - Present
Morgan Stanley Private Wealth Management  August 2000 - November 2008

Education
Brown University   1984 — 1988
BA, Economics

Aiglon College, Chesieres, Switzerland   1978 — 1984
High School

Jared Kaplan Jared Kaplan Miami/Fort Lauderdale Area Details
Jared Kaplan's UBS Private Wealth Management Experience 2006 - Present
Job Senior Vice PresidentPrivate Wealth Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   2006 - Present

Education
University of Miami - School of Business
Master of Business Administration (M.B.A.)

Eckerd College
Bachelor’s Degree

Roderick Wagner Roderick Wagner Greater Boston Area Details
Roderick Wagner's UBS Private Wealth Management Experience December 2012 - Present
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Private Wealth Management   December 2012 - Present
US Trust  February 1999 - December 2012

Education
University of Wisconsin-Madison   1991 — 1995
BA, Economics

Choate Rosemary Hall   1988 — 1991

Dimitri Glavas Dimitri Glavas Greater Los Angeles Area Details
Dimitri Glavas's UBS Private Wealth Management Experience April 2011 - March 2013
Job Vice President | Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank NA  September 2014 - Present
UBS Financial Services Inc.  March 2013 - September 2014
UBS Private Wealth Management   April 2011 - March 2013
UBS Private Wealth Management   September 2009 - October 2009
Lehman Brothers Private Client   2003 - 2008

Education
Hofstra University   1998 — 2001
Business Management

Jennifer Kish Jennifer Kish New York, New York Details
Jennifer Kish's UBS Private Wealth Management Experience August 2006 - May 2009
Job Director of Marketing and Client Relations at 100 Mile Group, LLC
Industry Marketing and Advertising
Experience
100 Mile Group, LLC   May 2009 - Present
UBS Private Wealth Management   August 2006 - May 2009
Merrill Lynch  2004 - 2006
Morgan Stanley  1998 - 2004

Skills
Series 7, Series 63, Strategic Partnerships, Wealth Management, Strategic Planning, New Business Development

Education
Franklin & Marshall College   1990 — 1994
BA, Government and Spanish

Isabel Foster Berbert Isabel Foster Berbert Greater Atlanta Area Details
Isabel Foster Berbert's UBS Private Wealth Management Experience September 2014 - Present
Job First Vice President at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   September 2014 - Present
J.P. Morgan   May 2010 - August 2014
Bernstein Global Wealth Management  June 2007 - May 2010
Morgan Stanley  December 2006 - April 2007
Morgan Stanley  June 2006 - December 2006

Education
Sewanee-The University of the South   2002 — 2006

Kelly Sanford Kelly Sanford Greater Atlanta Area Details
Kelly Sanford's UBS Private Wealth Management Experience November 2008 - Present
Job
Industry Financial Services
Experience
UBS Private Wealth Management   November 2008 - Present
Morgan Stanley  March 2007 - November 2008
Imerys  January 2006 - February 2007

Education
Georgia Institute of Technology   2001 — 2005
BS Management

Jordan Hayes Jordan Hayes Greater Los Angeles Area Details
Jordan Hayes's UBS Private Wealth Management Experience 2008 - Present
Job Senior Vice President at UBS Wealth Management
Industry Banking
Experience
UBS Private Wealth Management   2008 - Present
Citi Family Office   2003 - 2008
Credit Suisse First Boston  2001 - 2003
J.P. Morgan Private Bank   1994 - 2001

Education
University of California, Los Angeles   1989 — 1993
B.A., History

Jonathan Bloomberg Jonathan Bloomberg New York, New York Details
Jonathan Bloomberg's UBS Private Wealth Management Experience November 2009 - May 2010
Job Loan Syndication Associate
Industry Financial Services
Experience
Capital One  January 2015 - Present
Capital One  November 2012 - January 2015
Capital One  June 2011 - November 2012
UBS Private Wealth Management   November 2009 - May 2010

Skills
Financial Analysis, Marketing, Economics, Banking, Financial Modeling, Commercial Lending, Finance, Financial Services, Credit, Time Management, Investments, Portfolio Management, Loans, Analysis, Bloomberg

Education
Fordham Gabelli School of Business   2007 — 2010
Bachelor’s Degree, Finance and Economics, Cum Laude

Canisius High School   2003 — 2007
College Prep

Frederick Hahn Frederick Hahn Greater New York City Area Details
Frederick Hahn's UBS Private Wealth Management Experience November 2008 - Present
Job Senior Vice President / Portfolio Manager at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   November 2008 - Present
Merrill Lynch  April 1999 - November 2008
Smith Barney  August 1995 - April 1999
Prudential Securities  February 1992 - August 1995

Education
Miami University   1986 — 1991

Joe Leveroni Joe Leveroni San Francisco Bay Area Details
Joe Leveroni's UBS Private Wealth Management Experience January 2008 - May 2008
Job 3L at University of San Francisco School of Law
Industry Libraries
Experience
Saint Ignatius College Preparatory  January 2008 - Present
U.S. Senator Dianne Feinstein   September 2010 - June 2011
U.S. Senator Dianne Feinstein   June 2008 - August 2010
UBS Private Wealth Management   January 2008 - May 2008

Education
University of San Francisco School of Law   2011 — 2014
Doctor of Law (JD)

Georgetown University   2003 — 2007

SI   1999 — 2003

Stuart Hall   1990 — 1999

Meverette Smith Meverette Smith Greater New York City Area Details
Meverette Smith's UBS Private Wealth Management Experience February 2009 - Present
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS Private Wealth Management   February 2009 - Present
Morgan Stanley Private Wealth Management  May 2002 - February 2009

Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Management, High Net Worth..., Trading, Financial Services, Wealth Management..., Mutual Funds, Securities, Investments, Financial Advisory, Retirement Planning, Fixed Income, Hedge Funds, Investment Strategies, Capital Markets, Investment Advisory, ETFs, Private Equity, Relationship Management

Education
Fordham University   1993 — 1997
BA, Theater

Montgomery Blair

John McCauley John McCauley Houston, Texas Area Details
John McCauley's UBS Private Wealth Management Experience September 1991 - March 2010
Job HeadUS Wealth ManagementMidwest Region at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  December 2014 - Present
Deutsche Bank  May 2010 - December 2014
UBS Private Wealth Management   September 1991 - March 2010

Skills
Alternative Investments, Investments, Capital Markets, Wealth Management, Equities, Leadership, Asset Managment, Management, Risk Management, Valuation, Series 7, Due Diligence, Asset Management, Portfolio Management

Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.)

Bradley University

Chelsea Shukie Chelsea Shukie Boston, Massachusetts Details
Chelsea Shukie's UBS Private Wealth Management Experience July 2005 - July 2011
Job Analyst at UBS Financial Services
Industry Financial Services
Experience
UBS Private Wealth Management   July 2005 - July 2011

Skills
Investments, Equities, Portfolio Management, Asset Management, Alternative Investments, Finance, Fixed Income, Mutual Funds, Hedge Funds, Financial Analysis

Education
Rollins College   2001 — 2005
Bachelors, Economics

Champlain Valley Union High School   1998 — 2001

Yoni Marom Yoni Marom New York, New York Details
Yoni Marom's UBS Private Wealth Management Experience June 2008 - August 2008
Job Financial Advisor at Citi
Industry Financial Services
Experience
Citi  October 2013 - Present
Wells Fargo Advisors  February 2012 - November 2013
Wells Fargo Bank  July 2009 - February 2012
Wachovia Bank  July 2009 - January 2011
UBS Private Wealth Management   June 2008 - August 2008

Skills
Wealth Management, Retirement Planning, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Financial Advisory, Insurance, Fixed Annuities, Securities, Life Insurance, Strategic Financial..., High Net Worth..., Finance

Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance, 3.7 GPA

Tel Aviv University   2008 — 2009
Finance and Economics

Solon Aposhian Solon Aposhian Greater Los Angeles Area Details
Solon Aposhian's UBS Private Wealth Management Experience December 2008 - June 2014
Job MBA Candidate at UCLA Anderson
Industry Real Estate
Experience
Beacon Capital Partners  June 2015 - Present
UBS Private Wealth Management   December 2008 - June 2014

Education
UCLA Anderson School of Management   2014 — 2016
Master of Business Administration (MBA), Real Estate

Princeton University   2004 — 2008

John R. Mendicino John R. Mendicino Greater Atlanta Area Details
John R. Mendicino's UBS Private Wealth Management Experience 2009 - Present
Job Senior Vice President at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   2009 - Present
Credit Suisse Private Bank  1995 - 2009

Education
Spring Hill College   1983 — 1987
Bachelor's Degree, Business Comminications

Wharton School
Aresty Institute of Executive Education: Finance

LaCoste School, Lacoste France
Foreign Language, Fine Arts and Photography

Jessica Luccio Jessica Luccio Chicago, Illinois Details
Jessica Luccio's UBS Private Wealth Management Experience October 2012 - December 2013
Job Team Lead, Copilot Digital Hub at Turn
Industry Marketing and Advertising
Experience
Turn  August 2015 - Present
Turn  December 2013 - Present
UBS Private Wealth Management   October 2012 - December 2013
UBS Wealth Management  January 2011 - October 2012
UBS Wealth Management  June 2010 - January 2011
UBS Wealth Management  November 2009 - May 2010

Education
Boston College   2006 — 2010
B.S., Finance

Thayer Academy   2000 — 2006

Sarah (Johnson) Salomon Sarah (Johnson) Salomon Greater Chicago Area Details
Sarah (Johnson) Salomon's UBS Private Wealth Management Experience December 2012 - Present
Job Assistant Complex Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   December 2012 - Present
UBS Financial Services  October 2010 - December 2012
UBS Financial Services  March 2009 - October 2010
UBS Financial Services  June 2007 - March 2009
UBS  November 2006 - May 2007
UBS Financial Services  April 2006 - November 2006
UBS Financial Services  October 2004 - April 2006
UBS Financial Services  January 2002 - October 2004
UBS Financial Services  July 2000 - January 2002

Education
Family Firm Institute, Global Education Network   2015 — 2015
Certificate in Family Wealth Advising & Certificate in Family Business Advising

Bucknell University   1996 — 2000
BSBA, Management, Spanish

Andrea Lavin Andrea Lavin Allentown, Pennsylvania Area Details
Andrea Lavin's UBS Private Wealth Management Experience June 2010 - August 2010
Job Business Advisor Program Intern at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  June 2011 - Present
UBS Private Wealth Management   June 2010 - August 2010
Arrow Financial Services (subsidiary of SLM   May 2007 - August 2007

Education
Lehigh University - College of Business and Economics   2008 — 2012

Lehigh University
Finance

Evan Beckner Evan Beckner Omaha, Nebraska Details
Evan Beckner's UBS Private Wealth Management Experience July 2010 - August 2010
Job Ethanol Trader at Green Plains
Industry Oil & Energy
Experience
Green Plains Renewable Energy  May 2011 - Present
UBS, Private Wealth Management  July 2010 - August 2010

Skills
Mergers & Acquisitions, Finance, Leadership, Valuation, Private Equity, Investment Banking, LBO, Financial Modeling, Financial Analysis, Emerging Markets, Trading, Acquisitions

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Business; Finance

DIS   2010 — 2010
Bachelor of Science (BS), Finance

Frank D. Pellicori Frank D. Pellicori Greater Chicago Area Details
Frank D. Pellicori's UBS Private Wealth Management Experience November 2011 - Present
Job Senior Vice President at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   November 2011 - Present
Morgan Stanley Private Wealth Management  June 2009 - November 2011
Green Street Capital LLC   May 2006 - August 2008
Morgan Stanley Private Wealth Management  May 2000 - May 2006

Education
The London School of Economics and Political Science (LSE)   2008 — 2009
MSc, Development Studies

Northwestern University - Kellogg School of Management   2003 — 2006
MBA

University of Illinois at Urbana-Champaign   1996 — 2000
BS, Finance

Jason Devening Jason Devening Dallas/Fort Worth Area Details
Jason Devening's UBS Private Wealth Management Experience February 2015 - Present
Job Managing Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   February 2015 - Present
UBS Wealth Management  January 2009 - Present
Goldman Sachs  November 2002 - January 2009
Morgan Stanley  June 1997 - November 2002

Education
Vanderbilt University - Owen Graduate School of Management   1995 — 1997
MBA, Finance

Southern Methodist University - Cox School of Business   1989 — 1993
BBA, Marketing

Jay Maltby Jay Maltby Greater Chicago Area Details
Jay Maltby's UBS Private Wealth Management Experience 2006 - Present
Job Managing Director at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   2006 - Present
Morgan Stanley Wealth Management  1994 - 2006

Education
University of Iowa   1986 — 1990
Bachelor of Science (BS), Finance and Marketing

Elgin High School   1982 — 1986

Steven A. Connolly, CFP® Steven A. Connolly, CFP® Greater Chicago Area Details
Steven A. Connolly, CFP®'s UBS Private Wealth Management Experience November 2007 - Present
Job Senior Vice President Investments
Industry Financial Services
Experience
UBS Private Wealth Management   November 2007 - Present
Morgan Stanley  September 2001 - November 2007

Education
University of Notre Dame   1992 — 1996
Bachelor of Arts (B.A.), Pre-Professional Studies

Randy Bruns, CFA Randy Bruns, CFA Chicago, Illinois Details
Randy Bruns, CFA's UBS Private Wealth Management Experience November 2011 - Present
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management   November 2011 - Present
Morgan Stanley Private Wealth Management  October 2008 - November 2011
Merrill Lynch  July 2007 - July 2008
UBS  March 2006 - July 2007

Education
Miami University   2001 — 2005
Bachelor of Science (B.S.), Finance