Jack Dennehy

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → Present
  Ubs Financial Services
  New York, NY
• 07/2022 → 09/2022
  891 Park Avenue
  New York, NY
• 08/2021 → 05/2022
  Asado Wing & Taco Co.
  Charlottesville, VA
• 06/2020 → 08/2020
  Manteio Capital Llc.
  Westfield, NJ
• 06/2019 → 08/2019
  895 Park Avenue
  New York, NY
• 06/2018 → 08/2018
  18 Gramercy Park South
  New York, NY
• 01/2018 → 05/2018
  Crossroads
  Worcester, MA
• 09/2017 → 12/2017
  Coolbeans
  Worcester, MA
• 01/2017 → 05/2017
  De La Salle Academy
  New York, NY
• 09/2016 → 05/2017
  Memorial Sloan Kettering
  New York, NY
• 09/2016 → 05/2017
  Regis High School
  New York, NY
• 06/2017 → 08/2017
  Camp Fatima
  Gilmanton Iron Works, NH
• 08/2018 → 05/2019
  College Of The Holy Cross
  Worcester, MA
• 08/2019 → 12/2019
  College Of The Holy Cross
  Worcester, MA
• 01/2020 → 06/2020
  University College Dublin
  Dublin
• 08/2020 → 06/2021
  College Of The Holy Cross
  Worcester, MA
• 08/2013 → 06/2017
  Regis High School
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-05-25