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Margaret Mary Bree

Ubs Financial Services Inc.

Boston, MA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-19
DC RA APPROVED 2021-09-09
  • PA RA
    APPROVED
    Since 2023-12-19
  • DC RA
    APPROVED
    Since 2021-09-09

Branch Locations

One Post Office Square 35Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Christian Louboutin New York NY 05/2017 08/2017
Boston College Chestnut Hill MA 01/2016 05/2018
Boston College Chestnut Hill MA 08/2016 12/2017
Alliancebernstein Washington DC 06/2018 07/2021
Ubs Financial Services Boston MA 07/2021 Present
  • 05/2017 → 08/2017
    Christian Louboutin
    New York, NY
  • 01/2016 → 05/2018
    Boston College
    Chestnut Hill, MA
  • 08/2016 → 12/2017
    Boston College
    Chestnut Hill, MA
  • 06/2018 → 07/2021
    Alliancebernstein
    Washington, DC
  • 07/2021 → Present
    Ubs Financial Services
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-05
  • S66 Uniform Combined State Law Examination
    2021-04-05

View on SEC IAPD

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CHRISTOPHER MICHAEL HAGAN
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JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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