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Kathleen Mcelaney

Ubs Financial Services Inc.

Stamford, CT

Norwalk, CT

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-12-13
CT RA APPROVED 2022-11-17
  • NY RA
    APPROVED
    Since 2023-12-13
  • CT RA
    APPROVED
    Since 2022-11-17

Branch Locations

600 Washington Blvd 9Th Floor, Stamford, CT 06901 • United States

Norwalk, CT • 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
Ubs Stamford CT 04/2022 Present
Alphasights New York NY 09/2021 03/2022
Unemployed Norwalk CT 05/2021 09/2021
Fairfield Fairfield CT 09/2017 05/2021
Dvg Partners Norwalk CT 09/2020 12/2020
Ubs Stamford CT 06/2019 01/2020
Earthplace Westport CT 08/2021 08/2021
Fairfield University Fairfield CT 09/2017 05/2018
Fairfield University Fairfield CT 09/2017 05/2021
Fairfield University Fairfield CT 09/2019 12/2019
March Altus Capital Management Greenwich CT 07/2017 07/2017
Norwalk High School Norwalk CT 09/2013 06/2017
  • 04/2022 → Present
    Ubs
    Stamford, CT
  • 09/2021 → 03/2022
    Alphasights
    New York, NY
  • 05/2021 → 09/2021
    Unemployed
    Norwalk, CT
  • 09/2017 → 05/2021
    Fairfield
    Fairfield, CT
  • 09/2020 → 12/2020
    Dvg Partners
    Norwalk, CT
  • 06/2019 → 01/2020
    Ubs
    Stamford, CT
  • 08/2021 → 08/2021
    Earthplace
    Westport, CT
  • 09/2017 → 05/2018
    Fairfield University
    Fairfield, CT
  • 09/2017 → 05/2021
    Fairfield University
    Fairfield, CT
  • 09/2019 → 12/2019
    Fairfield University
    Fairfield, CT
  • 07/2017 → 07/2017
    March Altus Capital Management
    Greenwich, CT
  • 09/2013 → 06/2017
    Norwalk High School
    Norwalk, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-17
  • S66 Uniform Combined State Law Examination
    2022-11-17
Other Names
  • Kathleen Ann Mcelaney
  • Kat Mcelaney

View on SEC IAPD

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PATRICK J MCSTAY
LENNY CASTAGNA
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Anthony Vollmer
Kristen Sue Clark

Other Offices

COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
K2/D&S MANAGEMENT CO., L.L.C. · STAMFORD, CT
LONGRANGE CAPITAL, L.P. · STAMFORD, CT
DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
MEASURE 8 VENTURE PARTNERS · STAMFORD, CT

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