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Kathryn Lopresti

Ubs Asset Management (Americas) LLC

Middletown, NJ

New York, NY

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Current Employers
Ubs Asset Management (Americas) Llc

1285 Avenue Of The Americas, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-18
NJ RA APPROVED 2017-10-11
  • NY RA
    APPROVED
    Since 2025-02-18
  • NJ RA
    APPROVED
    Since 2017-10-11

Branch Locations

Middletown, NJ • United States

1285 Avenue Of The Americas, New York, NY 10019 • 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
Full Time Student Roselle Park NJ 08/2001 Present
Ubs Asset Managment New York NY 02/2016 Present
  • 08/2001 → Present
    Full Time Student
    Roselle Park, NJ
  • 02/2016 → Present
    Ubs Asset Managment
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-08
  • S66 Uniform Combined State Law Examination
    2011-12-08
Other Names
  • Kathryn Lynn Bundy
  • Kathryn L Bundy

View on SEC IAPD

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