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Roger Eubanks
Stratège de marché chez
Franklin Street Advisors, Inc.
Profil
Mr. Roger C.
Eubanks is a 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.
Mr. Eubanks 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.
He is a graduate of the University of North Carolina at Chapel Hill.
Postes actifs de Roger Eubanks
| Sociétés | Poste | Début |
|---|---|---|
Franklin Street Advisors, Inc.
 Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates. | Stratège de marché | 01/01/2002 |
Anciens postes connus de Roger Eubanks
| Sociétés | Poste | Fin |
|---|---|---|
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Formation de Roger Eubanks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
43
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
