UBS Private Wealth Management
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 "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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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®)
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
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
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
UBS Private Wealth Management 2010 - Present
Education
The Johns Hopkins University 2001 — 2003
MA, International Economics
Colby College 1994 — 1998
BA, English Literature
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
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
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
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
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
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
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
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
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
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
UBS Private Wealth Management January 2011 - Present
Education
UNC Charlotte 1997 — 2001
Bachelor of Science, Finance, Economics
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
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
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
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
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
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
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
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
UBS Financial Services, Inc. August 2015 - Present
UBS Private Wealth Management December 2013 - August 2015
Education
Monmouth University 2003 — 2008
B.S., Finance
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
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)
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
UBS Private Wealth Management
Education
University of Florida 2009 — 2013
Bachelor of Science in Business Administration, Finance, General
The Bolles School 2006 — 2009
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
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
Credit Suisse AG July 2012 - Present
UBS Private Wealth Management September 2011 - May 2012
Education
Georgetown University 2008 — 2012
Bachelor's Degree, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
UBS Private Wealth Management February 2009 - Present
UBS November 2006 - February 2009
Education
University of Denver - Daniels College of Business 1993 — 1997
BSBA, Marketing
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
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
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
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
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
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
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
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
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
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
UBS Private Wealth Management May 2008 - Present
JP Morgan December 1992 - May 2008
Education
Southern Methodist University 1984 — 1988
BS, Economics
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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