United Asset Management

Industry: Holding company

Description

United Asset Management was an American holding company headquartered in Boston, Massachusetts that owned a number of financial-sector companies. It was founded in 1980 by Norton Reamer, who previously had served as the CEO of Putnam Investments. Headquarters: Boston, MA Founded: 1980 Key person: Norton H Reamer Parent organization: United Bank Subsidiary: United Title CompanyFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportUnited Asset Strategies, Inc.WebsiteDirections Saved (0) Saved Save 3 Google reviews Investment service in East Garden City, New York Address: 377 Oak St, Garden City, NY 11530 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (516) 222-0021Website: : : : Place name: : Category: : : Website: http://www.unitedasset.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of United Asset Strategies, Inc. Posting publicly on the Web Write a review Reviews 3 Google reviews From United Asset Strategies, Inc. Unable to add this file. Please check that it is a valid photo. "United Asset Strategies, Inc. is a fee based independent registered investment advisory firm"

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United Asset Management Employees

Employee
Years
Job
Industry
Lori Chase Lori Chase Greater New York City Area Details
Lori Chase's United Asset Management Experience 1997 - 2000
Job Director of Sales/Client Service at Institutional Investor
Industry Investment Management
Experience
Institutional Investor  July 2007 - Present
New York Life Investment Management  2006 - 2007
United Asset Management   1997 - 2000
Regis Retirement Plan Services   November 1994 - August 1995

Skills
Fun, Alternative Investments, Asset Management, Asset Managment, Due Diligence, Equities, Fixed Income, Flame Retardants, Hedge Funds, High Voltage, Investments, Management, Marketing, Marketing Strategy, Pension Funds, Private Equity, Sales, Shotokan Karate

Education
Northwestern University   1985 — 1988
Bachelor of Science, Theatre, Computer Science minor

Northwestern University   1984 — 1988
Bachelor of Science (B.S.), Theater major, Computer Science minor

Karen Orkney Ditmars Karen Orkney Ditmars Buford, Georgia Details
Karen Orkney Ditmars's United Asset Management Experience 1990 - 2000
Job Coach/Endurance Coach at CrossFit Pure
Industry Health, Wellness and Fitness
Experience
CrossFit Pure   April 2014 - Present
CrossFit Gwinnett   January 2014 - April 2014
CrossFit Never Doubt   November 2012 - July 2013
Dunkin' Donuts National DCP, LLC   2000 - 2005
PFPC  2002 - 2003
Type T, LLC   2000 - 2001
United Asset Management   1990 - 2000
Federal Home Loan Bank of Boston  1996 - 1999
EF Educational Tours  1992 - 1996
Shawmut Bank  January 1988 - January 1992

Skills
Marketing, Project Management, Advertising, Strategic Planning, Team Building, Customer Service, Social Media, Cross-functional Team..., Microsoft Office, Event Planning, Social Networking, Public Speaking, Budgets

Education
Bentley College   1997 — 1998
Internet Management Certificate, Internet

Stonehill College   1987 — 1991
Bachelor of Arts, International Studies

Christine Murphy Christine Murphy Greater Boston Area Details
Christine Murphy's United Asset Management Experience 1998 - 2002
Job '
Industry Education Management
Experience
Year of Giving Back   February 2014 - March 2015
New England Institute of Art  January 2013 - February 2014
Collins College  September 2009 - December 2012
Bay State College  July 2008 - September 2009
Career Education Corp  2002 - 2008
Gibbs College of Boston   2003 - 2007
Egan Managed Capital   2002 - 2003
United Asset Management   1998 - 2002
Dewey Square Investors Corp.   1998 - 2001
TranNational Communication   1997 - 1998

Skills
Leadership, Strategic Planning, Leadership Development, Staff Development, Retaining Customers, Team Building, Management, Admissions, Enrollment Management, Higher Education, Student Financial Aid, Student Affairs, Career Counseling, Career Development, Student Recruiting, Community Outreach, Curriculum Development, Adult Education, Campus, E-Learning, Resume Writing, Instructional Design, Distance Learning, Public Speaking, CampusVue, Research, Customer Retention, Event Planning, Academic Administration

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1993
MBA

Rockland High

Rockland High

John DellaSalle John DellaSalle Greater Denver Area Details
John DellaSalle's United Asset Management Experience October 1994 - May 1997
Job Executive Recruiter, Tennison Group
Industry Staffing and Recruiting
Experience
Tennison Group   September 2004 - Present
Clayton Holdings LLC  November 2002 - September 2004
AccountingSolutions  December 1997 - November 2002
United Asset Management   October 1994 - May 1997
PricewaterhouseCoopers  September 1989 - October 1994

Education
Adelphi University
Bachelor of Business Administration (BBA), Accounting

Nichole Erickson Nichole Erickson Sunfield, Michigan Details
Nichole Erickson's United Asset Management Experience March 2015 - Present
Job Operations Engineer at United Asset Management
Industry Renewables & Environment
Experience
United Asset Management   March 2015 - Present
Michigan State University  September 2012 - December 2014
HSBC  February 2009 - April 2009
Clarigo Financial   August 2006 - September 2008
Fox Motors  February 2006 - March 2008

Skills
Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Project, Aspen Plus, Visio, Matlab, Presentations, Report Writing, Time Management, Leadership, Independent Projects, Sales Management, Project Finance, Negotiation

Education
Michigan State University   2012 — 2014
Bachelor of Science (B.S.), Biological/Biosystems Engineering, 3.88/4.0

Grand Valley State University   2010 — 2012
Pre-Engineering

Keith VerHage Keith VerHage Greater Grand Rapids, Michigan Area Details
Keith VerHage's United Asset Management Experience June 2008 - Present
Job Owner at United Asset Managment.
Industry Consumer Goods
Experience
United Asset Management   June 2008 - Present
Crandall Office Furniture, Inc   May 2012 - October 2014
Environmental Disinfection Services   January 2008 - May 2013
UniGroup Worldwide UTS  2007 - 2008
My Office  2006 - 2007
Herman Miller  2001 - 2005
Steelcase  1983 - 1997

Skills
Furniture, Move Management, Furnishings, New Business Development, Team Building, Space-planning, Start-ups, Strategy, Flooring, Budgets, Interior Design, Carpet, Sales Process, Space planning, Facilities Management, Interior Architecture, Contract Negotiation, Sales, FF&E, Pricing, Purchasing, Wood, Custom Furniture, Sales Management, B2B, Selling, Retail Design, Cabinetry, Negotiation, Finish, Upholstery, Renovation, Retail, Space Planning, Account Management, Strategic Planning, Customer Service

Education
Calvin College
Bio/Chem

Dorenda Wentworth Dorenda Wentworth Fort Myers, Florida Area Details
Dorenda Wentworth's United Asset Management Experience 1992 - 1997
Job Owner Broker at Wentworth Realty Group
Industry Real Estate
Experience
Wentworth Realty Group   1997 - Present
United Asset Management   1992 - 1997
Boston Gas Company  1987 - 1992

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1992
(MSF) Masters in Finance, Finance, Investments, Financial Analysis

University of Central Florida - College of Business Administration   1983 — 1986
BSBA, Finance, Investments, Acctg.

Barry Schub Barry Schub New York, New York Details
Barry Schub's United Asset Management Experience May 1997 - March 2000
Job SVP HR, Corporate Strategy & Corporate Communications at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  January 2010 - December 2014
New York Life Investment Management LLC  October 2001 - December 2009
E*TRADE Financial  April 2000 - September 2001
United Asset Management   May 1997 - March 2000
Bankers Trust Company  July 1978 - September 1996

Skills
Mutual Funds, Pensions, 401k, Business Strategy, Employee Benefits, Financial Services, Human Resources, IRAs, Investments, Management, Retirement, Retirement Planning, Series 7, Life Insurance, Asset Allocation, Asset Management

Education
Brown University   1972 — 1976
AB, Biomedical Sciences

Babson College
Master of Business Administration (M.B.A.), Finance, Operations Research

Eric Wimer, CFA Eric Wimer, CFA Greater Boston Area Details
Eric Wimer, CFA's United Asset Management Experience May 1997 - December 1999
Job VP, Product Development at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  May 2008 - Present
Old Mutual Asset Management  2000 - April 2008
United Asset Management   May 1997 - December 1999
Mercer Investment Consulting  1992 - 1997

Skills
Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Fixed Income, Equities, Asset Management, Investments, Investment Strategies, Financial Services, Derivatives, Product Development, Asset Allocation

Education
Northeastern University   1991 — 1997
MBA, Finance

Middlebury College   1985 — 1989
BA, Economics

Eileen Donohue Eileen Donohue Greater Boston Area Details
Eileen Donohue's United Asset Management Experience 1990 - 2001
Job Client Service and Marketing Professional
Industry Financial Services
Experience
Knightsbridge Advisers  2007 - 2009
Partners HealthCare  2004 - 2006
Robert Toigo Foundation  2003 - 2003
United Asset Management   1990 - 2001

Skills
Strategic Planning, Program Management, Business Development, Leadership Development, CRM, Entrepreneurship, Management

Education
Northeastern University
Bachelor, Business Adminstration

Doug Amacher Doug Amacher Chicago, Illinois Details
Doug Amacher's United Asset Management Experience 1998 - 2002
Job Managing Director Global Marketing Head
Industry Investment Management
Experience
MSD Partners, L.P.   July 2013 - Present
Balyasny Asset Management  November 2007 - 2013
New York Life Investment Management  2002 - 2007
United Asset Management   1998 - 2002

Skills
Hedge Fund Management, Marketing Strategy, New Program Development, Investment Management, Alternative Investment..., Capital Raising, Investor Relations, Client Service, Asset Management...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1996 — 1999
MBA

University of Virginia
BA

Tom Waisnor Tom Waisnor Manchester, New Hampshire Details
Tom Waisnor's United Asset Management Experience 1995 - 2001
Job Director of Investments & Planning at Northwestern Mutual and Public Address Announcer for Lynnfield Pioneers Football
Industry Financial Services
Experience
Northwestern Mutual  October 2011 - Present
John Hancock Mutual Funds  January 2011 - July 2011
Fidelity Investments  2006 - 2008
Northwestern Mutual Investment Services, LLC   2001 - 2007
Envestnet Asset Management  2000 - 2002
United Asset Management   1995 - 2001
Fidelity Investments  1990 - 1995

Skills
Economics, Mutual Funds, Financial Advisory, Fidelity, Investments, Portfolio Management, Customer Relations, 401k, Insurance, Customer Service, Asset Management, Series 7, Coaching, Practice Management, Direct Sales, LinkedIn, Siebel, CRM software, Series 6, Series 63, Series 65, Retirement Planning, Retirement Income..., Capital Markets, Traditional IRA, Roth IRA, 529 Plans, 401k Rollovers, Income for Life, Rollovers, Investment Advisory, Retirement, Wealth Management, Financial Services

Education
University of Massachusetts, Amherst   1983 — 1987
B.A., Economics

Wakefield High School   1979 — 1983

Jill Carey, CPA Jill Carey, CPA Greater Boston Area Details
Jill Carey, CPA's United Asset Management Experience 1995 - 2002
Job Controller at eSecLending
Industry Financial Services
Experience
eSecLending  Finance ManagerOld Mutual US Holdings1995 - 2002
United Asset Management   1995 - 2002
Arthur Anderson  1992 - 1994

Skills
Financial Analysis, Accounting, Corporate Finance, Financial Modeling, Financial Reporting, Project Management, Investments, Risk Management, Internal Controls, Finance, Financial Services, Asset Management, Strategic Planning

Education
Northeastern University   1991 — 1992
Joint MBA/MS in Accounting, Graduate School of Professional Accounting

Middlebury College   1986 — 1989

Shelly Orban Shelly Orban Elmira, New York Area Details
Shelly Orban's United Asset Management Experience June 1993 - October 1994
Job Relationship Manager at Market Street Trust Company
Industry Financial Services
Experience
Market Street Trust Company  June 2013 - Present
Nancy A. Socha & Associates, LLC   January 2000 - June 2009
Baird, Kurtz & Dobson, LLC   January 1995 - April 1999
United Asset Management   June 1993 - October 1994
Price Waterhouse  June 1990 - June 1993

Skills
Tax, Finance, Investments, Securities, Equities

Education
Northeastern University   1986 — 1990
Bachelor's degree, Accounting and Marketing

The University of Connecticut   1985 — 1986

Chip Robie Chip Robie Greater Boston Area Details
Chip Robie's United Asset Management Experience April 1992 - November 2001
Job Investment Management Professional
Industry Investment Management
Experience
QuantShares   May 2011 - Present
Advent International  August 2010 - Present
Putnam Investments  April 2003 - March 2008
United Asset Management   April 1992 - November 2001
Ropes & Gray  September 1987 - March 1992

Education
Duke University   1984 — 1987
JD, MA (history)

Harvard University   1978 — 1982
AB, government

Choate Rosemary Hall   1975 — 1978

Ellen Corbett-Welch Ellen Corbett-Welch Baltimore, Maryland Area Details
Ellen Corbett-Welch's United Asset Management Experience January 1989 - December 1995
Job Controller at National Governors Association
Industry Nonprofit Organization Management
Experience
National Governors Association  July 2001 - Present
State Services Organization, Inc.   February 1998 - June 2001
Modus Media International  1996 - 1998
United Asset Management   January 1989 - December 1995

Skills
Accounting, Financial Reporting, Account Reconciliation, Budgets, Analysis, Internal Controls, Variance Analysis, General Ledger, GAAP, Cost Accounting, Revenue Recognition, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Auditing, Managerial Finance

Education
Canisius College   1979 — 1982
MBA, Finance

Utica College   1971 — 1973
B.S., Accounting

SUNY at Delhi   1969 — 1971
Associate of Arts and Sciences (AAS), Accounting

Peter Correggio Peter Correggio Greater Boston Area Details
Peter Correggio's United Asset Management Experience August 1998 - October 2000
Job AVP, Sales Practice Compliance Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  June 2015 - Present
Delaware Life Insurance Company  April 2001 - June 2015
United Asset Management   August 1998 - October 2000
Pioneer Investments  1991 - 1998

Education
University of Massachusetts Boston

Eric Andrew Eric Andrew Greater Boston Area Details
Eric Andrew's United Asset Management Experience 1997 - 2002
Job Vice President at Colchester Partners LLC
Industry Investment Banking
Experience
Colchester Partners LLC   February 2002 - Present
United Asset Management   1997 - 2002

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1992 — 1995
MBA

Bentley University   1992 — 1995

University of New Hampshire   1984 — 1988
BS

University of New Hampshire -- Peter T. Paul College of Business and Economics   1984 — 1988
BS, Business

Marc Brookman Marc Brookman Greater New York City Area Details
Marc Brookman's United Asset Management Experience 1997 - 2000
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2006 - Present
New York Life Investment Management  2000 - 2006
United Asset Management   1997 - 2000
Oppenheimer Capital  1991 - 1996
Putnam Investments  1988 - May 1991

Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Separately Managed..., Series 63, Series 7, Wealth Accumulation, Wealth Management

Education
James Madison University   1982 — 1986
Marketing, Business

William Hansen William Hansen Greater Boston Area Details
William Hansen's United Asset Management Experience November 1999 - May 2001
Job Financial Services Professional
Industry Financial Services
Experience
Resources Global Professionals  January 2013 - Present
Bank of New York Mellon  December 2010 - December 2011
JPMorgan Chase  January 2005 - August 2009
State Street Bank  July 2001 - April 2004
United Asset Management   November 1999 - May 2001
John Hancock Financial Services  October 1997 - October 1999
Chase Global Funds Services Company   May 1992 - October 1997
Boston Company Asset Management   May 1990 - May 1992

Skills
Finance, Account Reconciliation, Financial Services, Risk Management, Derivatives, Valuation, Corporate Actions, Investment Management, Back Office, Budgets, Banking, Financial Reporting, Fund Administration, Fund Accounting, Strategy, Financial Statements, Accounts Payable, Accounts Receivable, Bloomberg, Futures, Dividends, Analysis, Internal Controls, Portfolio Management

Education
Northeastern University   1984 — 1989
Bachelor of Science, Business Administration

Northeastern University   1984 — 1989
Bachelor's degree, Marketing/Marketing Management, General

Amy Lyons, CPA Amy Lyons, CPA Greater Boston Area Details
Amy Lyons, CPA's United Asset Management Experience January 1996 - April 2001
Job Financial Operations Manager at Supporting Strategies
Industry Accounting
Experience
Supporting Strategies  September 2008 - Present
Old Mutual Plc   May 2001 - June 2005
United Asset Management   January 1996 - April 2001
United Asset Management   August 1995 - December 1996
Arthur Andersen  1991 - 1995

Skills
Process Improvement, Microsoft Excel, Strategic Planning, Small Business, Financial Reporting, Accounting, Financial Services, Internal Controls, Financial Analysis, General Ledger, Auditing, Forecasting, Accounts Receivable, GAAP, Account Reconciliation, Accounts Payable, QuickBooks, Change Management, Revenue Recognition, Payroll, Management, Sarbanes-Oxley Act, Cost Accounting, Managerial Finance

Education
Boston College - Carroll School of Management   1987 — 1991
Bachelor of Science (BS), Accounting

Westwood High School   1983 — 1987

Shivanthi Edwards Shivanthi Edwards Greater New York City Area Details
Shivanthi Edwards's United Asset Management Experience November 1997 - February 1999
Job Project Manager at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte  September 2012 - Present
Advantage Benefits Consultants, Inc.   March 1999 - September 2012
United Asset Management   November 1997 - February 1999
J.P. Morgan   May 1996 - June 1997
Federated Investors, Inc.   December 1995 - May 1996
Fidelity Investments  January 1993 - June 1994

Skills
Portfolio Management, Financial Modeling

Education
Suffolk University - Sawyer School of Management   1994 — 1995
Master of Business Administration (MBA), Business Administration and Management, General

College of Our Lady of the Elms   1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management (Double Major)

Patricia Cheever Patricia Cheever Greater Boston Area Details
Patricia Cheever's United Asset Management Experience 1994 - 1998
Job Senior Administrative Assistant at Massachusetts Hospital Association
Industry Hospital & Health Care
Experience
Massachusetts Hospital Association  July 2013 - Present
BostonCoach  January 2005 - January 2013
John Leonard Employment Services, Inc.   2013 - 2013
Garden of Eden Cafe   August 2003 - September 2004
Millennium Pharmaceuticals  March 1998 - May 2002
United Asset Management   1994 - 1998
Modern Materials Handling, a publication of Reed Business Information   1987 - 1994

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Marketing, Sales, Event Planning, Event Management, Marketing Strategy, Process Improvement, Team Building, Leadership, Social Networking, Social Media, Fundraising

Education
Delphin Gourmandise School of Pastry   2001 — 2002
Certificate in Pastry Arts, Pastry Arts

Northeastern University

Maribeth Wassel Maribeth Wassel Greater Seattle Area Details
Maribeth Wassel's United Asset Management Experience 1994 - 1995
Job Accounting Professional
Industry Accounting
Experience
Resources Global Professionals  1997 - 2003
United Asset Management   1994 - 1995
C.R. Bard, Inc.   1992 - 1994
Arthur Andersen & Co.   1988 - 1992

Education
Miami University   1984 — 1988
BS in Business Administration, Accounting

Linda Goldberg Linda Goldberg Greater Boston Area Details
Linda Goldberg's United Asset Management Experience 1995 - 1997
Job Owner at Creative Cuisine Personal Chef Service
Industry Food & Beverages
Experience
Creative Cuisine Personal Chef Service   September 1997 - Present
United Asset Management   1995 - 1997
Salomon Brothers  1990 - 1995

Skills
Cooking, Culinary Skills, Food, Menu Development, Catering, Recipes, Cuisine, Food Service, Gourmet, Food Safety, Food Industry, Food Preparation, Baking, Fine Dining, Chef, Event Management, Event Planning

Education
Institute for Culinary Education
Blue Ribbon Graduate, Culinary Arts/Chef Training

UCLA

Christopher Nero Christopher Nero Encinitas, California Details
Christopher Nero's United Asset Management Experience January 1997 - 1998
Job Board of Directors Independent Director at Alpha Parity All Weather Fund
Industry Financial Services
Experience
Reality Shares ETF Trust   January 2014 - Present
Alpha Parity All Weather Fund   April 2013 - Present
True North Advisory Group   February 2012 - Present
Deutsche Bank- Alternative Fund Services   January 2008 - March 2011
Hedgeworks LLC  January 2000 - January 2008
Bricoleur Capital Management   January 1998 - January 2000
United Asset Management   January 1997 - 1998
Scudder Investments  1995 - 1997
U.S. Securities & Exchange Commission (SEC)   1991 - 1995

Skills
Management, Equities, Business Strategy, Derivatives, Private Equity, Alternative Investments, Fixed Income, Hedge Funds

Education
Providence College   1985 — 1989
Bachelor of Science, Accounting and Finance

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