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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-05 |
| OH | RA | APPROVED | 2017-08-01 |
Branch Locations
600 Superior Ave E. - 27Th Floor, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Pepper Pike | OH | 06/2017 | Present |
| Xavier University | Cincinnati | OH | 08/2016 | 05/2017 |
| Xavier University | Cincinnati | OH | 08/2013 | 05/2017 |
1)Walsh Jesuit High School Investment Committee,United States,Educational Establishment,Private High School,Member of the investment committee,The investment committee meets 4 times per year and oversees the school's endowment which is managed at Clearstead. We make sure the money manager is following the school's investment policy statement and distributes, Start date -1/1/2026 2)Xavier University,,OhUnited States,Educational Establishment,College / education,Member of the Junior Board of Advisors (Finance Department)consult curriculum, student experience, internships, mentorship program, enrollment, guest lecture,Start date -1/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-20 |
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