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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Asset Management | Chicago | IL | 01/2014 | 01/2018 |
| Ubs Financial Services | Chicago | IL | 01/2018 | Present |
| University Of Illinois | Champaign | IL | 08/2025 | Present |
1) Name of Business: CFA Society Chicago. / Address: 33 N LaSalle St #910, Chicago, IL, United States 60602. / Investment Related: No. / Nature: CFA Society Chicago is the sixth largest society under CFA Institute with more than 5,000 investment professionals representing a wide variety of industry classifications and titles. The Society offers diverse programming content, including local luncheon programs that attract top industry speakers, educational and seminars on specialized topics, professional development events and social group outings. / Role: Member of Board of directors. / Duty: Member of Board of Directors. / Start Date: 9/1/2022. / Hours Devoted: No. / Time Required: Yes. 2. University of Illinois Urbana-Champaign, Gies College of Business is the business school of the University of Illinois Urbana-Champaign, a public research university in Champaign, IllinoisUnited States-61820, I will be responsible for teaching investment courses in the Department of Finance, Start date-8/16/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-07 |
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