Posts Tagged ‘UBS’

Dennis McCann

Dennis McCann is Managing Director and head of Communications, Content, and Solutions Marketing for the UBS Wealth Management business in the U.S. In this role, Dennis is responsible for the strategic positioning and execution of internal and client communications, editorial content delivered across UBS’s various online platforms, and the marketing programs for wealth management solutions.Read more..

Kathleen Lynch

Kathleen Lynch is Chief Operating Officer Americas and Wealth Management Americas (WMA), UBS. She is also a member of the Americas and WMA Executive Committees. As WMA COO, Kathleen supports the execution of the business division’s strategy, while also ensuring operational efficiency and effectiveness to make WMA a better place to be a client andRead more..

Sharon T. Sager

Sharon T. Sager is a managing director and private wealth advisor at UBS Private Wealth Management. A CIMA, she began her career in financial services in 1983 with Kidder, Peabody & Co., which was acquired by Paine Webber, and then by UBS. Sharon is only one of 16 women to be named to Barron’s Top 100 Women Financial Advisors eachRead more..

Robert J. McCann 

Robert J. McCann is chairman of UBS Americas. In this role, Mr. McCann works with the firm’s leaders across the Americas region to shape and advance UBS’s strategy, partnerships and business development efforts. Previously, he served as president of UBS Americas and president of UBS Wealth Management Americas, and a member of UBS’s group executive board fromRead more..

Kathleen Lynch

Kathleen Lynch is chief operating officer Americas and Wealth Management Americas (WMA), UBS. She is also a member of the Americas and WMA Executive Committees. As WMA COO, Kathleen supports the execution of the business division’s strategy, while also ensuring operational efficiency and effectiveness to make WMA a better place to be a client and an employee.Read more..

Sean Kilduff 

Sean Kilduff is a certified financial planner and managing director at UBS Private Wealth Management. He focuses on managing risk and delivering needs-based solutions to corporate executives, entrepreneurs and their families. He is also a senior portfolio manager in the portfolio management program and concentrates on developing customized investment strategies that incorporate tactical allocations. SeanRead more..

Suni Harford

Suni Harford was recently named head of investments at UBS Asset Management, overseeing $600 billion in assets invested for clients around the world across a variety of active, systematic and hedge fund investment strategies. Until her move to UBS in May, Suni served as a managing director and Citigroup’s regional head of markets for North America. Having worked at Citi forRead more..

Sharon T. Sager

Sharon T. Sager is a managing director and private wealth advisor at UBS Private Wealth Management. A CIMA, she began her career in financial services in 1983 with Kidder, Peabody & Co., which was acquired by Paine Webber Inc. and then by UBS. Sharon is only one of 16 women to be named to Barron’s TopRead more..

Anthony O’Callaghan

Tony O’Callaghan is a senior vice president and financial advisor at UBS Financial Services Inc.’s Private Wealth Management division. Tony has over 33 years of experience as an investment professional. Prior to joining UBS in December 2015 he was with Credit Suisse/DLJ for 21 years and prior to that was with Kidder, Peabody & Co.Read more..

Robert J. McCann  

Robert J. McCann is Chairman UBS Americas. In this role, Mr. McCann works with the firm’s leaders across the Americas region to shape and advance UBS’s strategy, partnerships and business development efforts. Previously, he served as President Americas and President Wealth Management Americas (WMA), UBS, and a member of UBS’s Group Executive Board from 2009Read more..