2
Total investments
0
Early stage
0
Mid stage
0
Late stage
28y
Years active
Experience · 9 entries
All (9)
Investments (2)
Founder (1)
2021
Financial Advisor
Aug 2021
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that its our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of lifes questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
2016
Managing Director
Nov 2016
The New Standard in Wealth Management.
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $11.6 billion as of March 31, 2022. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/.
2014
Angel and Venture Investor
Jan 2014
Plataforma de Conteúdo e Capacitação sobre Investimento em Startups
2004
L
Lloyd Norris, LLC
Founder and President
2004
1999
R
Red Coat Capital Management, LLC
Investment Consultant
1999
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