William Stefan Jovanovich

Current Employers

Employment History

• 11/2013 → Present
  Ubs Financial Services Inc
  New York, NY

Other Businesses

NAME OF OTHER BUSINESS:B. A. S. Revocable Trust DTD 02/06/2017 / INVESTMENT RELATED?: N / ADDRESS: 47 East 88th StreetNew York / NATURE OF THE BUSINESS: The Trust's assets consist entirely of UBS-held cash and securities. The objective of the fund has been to provide income to fund Mrs. Schlessinger's lifestyle and to grow its total value for the eventual benefit of her grandson, who is now her only living relative. To that end, the account was has been invested in stocks, bonds and Alternative Investments since 2017. / POSITION: DUTIES:Overseeing the Trust's UBS accounts, reviewing investment activity, communicating with the UBS team assigned to the accounts on tax information and cash flow needs. Paying bills, making approved distributions of principal and income. Working with the Trust's CPA, and upon Mrs. Schlessinger's passing, distributing the assets of the Trust per its written instructions / START DATE: 2/15/23 / HOURS DEVOTED TO BUSINESS: NA 2) NAME OF OTHER BUSINESS:G. G. S. Revocable Trust DTD 02/06/2017 / INVESTMENT RELATED?: N / ADDRESS: 47 East 88th Street, New York / NATURE OF THE BUSINESS:The Trust's assets consist entirely of UBS-held cash and securities. Prior to Gunther Schlessinger's death, the Trust was primarily used to distribute income to Mr. Schlessinger to provide for his lifestyle and to make occasional cash gifts to loved ones. To that end, the account was primarily invested in fixed income securities since its funding in 2017./ POSITION:/ DUTIES:Managing, maintaining and distributing the cash and securities of the Trust's UBS account. Providing relevant information to the Trust's CPA and relying on the guidance of Mr. Schlessinger's Estate Attorney where appropriate/ START DATE: NA / HOURS DEVOTED TO BUSINESS: NA

Exams

• S66 Uniform Combined State Law Examination
  2006-11-28