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Kathryn Marie Boland

Ubs Financial Services Inc.

New York, NY

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-09
  • NY RA
    APPROVED
    Since 2024-10-09

Branch Locations

299 Park Avenue 8Th,9Th And 11Th Floor, New York, NY 10171 • 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 Financial Services Inc. New York NY 11/2023 Present
Guidepoint New York NY 08/2022 11/2023
Villanova University Villanova PA 09/2018 05/2019
Sei Investments Oaks PA 06/2021 08/2021
Boathouse Group Inc Waltham MA 07/2020 08/2020
Brewster Day Camp Brewster MA 06/2018 08/2019
Orleans Inn Orleans MA 06/2016 08/2017
Dover-Sherborn High School Dover MA 08/2014 06/2018
Villanova University Villanova PA 09/2019 05/2020
Villanova University Villanova PA 09/2020 05/2021
Villanova University Villanova PA 09/2021 05/2022
  • 11/2023 → Present
    Ubs Financial Services Inc.
    New York, NY
  • 08/2022 → 11/2023
    Guidepoint
    New York, NY
  • 09/2018 → 05/2019
    Villanova University
    Villanova, PA
  • 06/2021 → 08/2021
    Sei Investments
    Oaks, PA
  • 07/2020 → 08/2020
    Boathouse Group Inc
    Waltham, MA
  • 06/2018 → 08/2019
    Brewster Day Camp
    Brewster, MA
  • 06/2016 → 08/2017
    Orleans Inn
    Orleans, MA
  • 08/2014 → 06/2018
    Dover-Sherborn High School
    Dover, MA
  • 09/2019 → 05/2020
    Villanova University
    Villanova, PA
  • 09/2020 → 05/2021
    Villanova University
    Villanova, PA
  • 09/2021 → 05/2022
    Villanova University
    Villanova, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2024-10-09
Other Names
  • Katie Boland

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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