Elizabeth Mcstravick Demontrond

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

• 07/2015 → 02/2019
  Goldman Sachs & Co
  Houston, TX
• 06/2019 → Present
  Ubs Financial Services Inc
  Houston, TX
• 02/2019 → 06/2019
  Unemployed
  Houston, TX

Other Businesses

1) Princeton Alumni Association of Houston / 1330 Post Oak Boulevard, Suite 3000, Houston, TX 77056 / United States/ https://paahouston.org No / Association (e.g. Trade or Industry, Sport) / Education / Bringing together Princeton Alumni in the Houston area by hosting a series of events, parties, and education sessions here in town. / Member of Board of directors / I am Membership Chair and encourage local alumni to become dues-paying members of the organization. I also focus on the Young Alumni segment in Houston and organize regular events to convene this segment of our base. / Start Date 9/1/2016 / No / No 2) Name of Business: Houston Livestock Show and Rodeo./ Address; 3 NRG ParkHoustonTexas United States 77054./ Investment Related: No./ Nature: I have been asked to serve on the Llama & Alpaca Committee of the Houston Rodeo. I will be volunteering to help organize the Llama & Alpaca Show, which is primarily geared for children, during the Rodeo in March./ Role; Member of a committee representing the interests of any third party./ Duty: I will be helping to coordinate and host the Llama and Alpaca shows during the Rodeo, which introduce children to these furry, long-necked creatures./ Start Date: 9/14/2023./ Time Required: Yes.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-04

Other Names

• Liz Demontrond
• Liz Mcstravick
• Elizabeth Ann Mcstravick