![Jeffrey Michael Mevorach](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeffrey Michael Mevorach
Gestionnaire de Portefeuille-Actions chez
UBS Financial Services, Inc.
Finance
Profil
Mr. Jeffrey M.
Mevorach is a Senior Vice President of Wealth Management & Financial Advisor at UBS Financial Services, Inc. He has been developing personalized retirement plans and investment strategies for clients for over 25 years.
Mr. Mevorach was previously employed as a Portfolio Manager by Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt).
Postes actifs de Jeffrey Michael Mevorach
| Sociétés | Poste | Début |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Gestionnaire de Portefeuille-Actions | 01/04/2004 |
Anciens postes connus de Jeffrey Michael Mevorach
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Gestionnaire de Portefeuille-Actions | 01/04/2004 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
