Eleanor Tomashoff

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

1) NAME OF OTHER BUSINESS: Girls Preparatory School / INVESTMENT RELATED?: No/ ADDRESS: 205 Island Ave. Chattanooga, TN / NATURE OF THE BUSINESS: Educational Establishment / POSITION: Member of a committee representing the interests of any third party / DUTIES:it on endowment committee - ensure that the 3rd party money manager is making decisions that are in line with the institution's short, medium and long-term needs - track performance of the investments that the 3rd party manager makes - perform due diligence in the event that the school wants to find a new 3rd party manager/ START DATE: 10/03/22 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S66 Uniform Combined State Law Examination
  2012-03-17

Other Names

• Eleanor Decosimo
• Eleanor L Decosimo