Roger Carlan Eubanks
Stratège de marché chez Franklin Street Advisors, Inc.
Profil
Mr. Roger C.
Eubanks is Senior Client Portfolio Strategist at Franklin Street Advisors, Inc. During his tenure with the firm he has been involved with the management of in-house and externally managed equity and balanced portfolios for wealthy families, foundations and endowments to address their specific needs and asset allocation strategy.
He joined the firm in 2002.
He has over 20 years experience in the industry.
Mr. Eubanks previously worked for Paine Webber and UBS Financial as a Financial Advisor, focusing on wealth management for high net worth investors.
Mr. Eubanks is a graduate of the University of North Carolina at Chapel Hill.
Postes actifs de Roger Carlan Eubanks
| Sociétés | Poste | Début |
|---|---|---|
Franklin Street Advisors, Inc.
 Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Stratège de marché | 01/01/2002 |
Anciens postes connus de Roger Carlan Eubanks
| Sociétés | Poste | Fin |
|---|---|---|
| PaineWebber, Inc. | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Formation de Roger Carlan Eubanks
| The University of North Carolina at Charlotte | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
| PaineWebber, Inc. | Finance |
