Profil
Mr. Gabriel G.
Daumen, CFA, is a Managing Director & Head of Research at Stelac Advisory Services LLC.
He has over 20 years of experience in Wealth Management and Equity Research.
Mr. Daumen was previously employed as Head of Mutual Funds & Alternative Investments by UBS AG (New York).
He received his graduate degree from Brandeis University.
Postes actifs de Gabriel Garcia Daumen
| Sociétés | Poste | Début |
|---|---|---|
Stelac Advisory Services LLC
Stelac Advisory Services LLC Investment ManagersFinance Stelac uses model asset allocation portfolios as a strategy for managing client accounts, provided that such strategy(ies) are appropriate to the needs of the client and are consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations. The firm primarily uses ETFs in their client portfolios. Clients may wish to use third party asset managers or managed accounts for part of their overall asset allocation. | Directeur de la Recherche - Actions | - |
Anciens postes connus de Gabriel Garcia Daumen
| Sociétés | Poste | Fin |
|---|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Corporate Officer/Principal | - |
Formation de Gabriel Garcia Daumen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance. | Finance |
Stelac Advisory Services LLC
Stelac Advisory Services LLC Investment ManagersFinance Stelac uses model asset allocation portfolios as a strategy for managing client accounts, provided that such strategy(ies) are appropriate to the needs of the client and are consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations. The firm primarily uses ETFs in their client portfolios. Clients may wish to use third party asset managers or managed accounts for part of their overall asset allocation. | Finance |
Brandeis University
Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















