UBS Asset Management (US) Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 583
- Registered since
- July 29, 1977
- Website
- www.ubs.com
Firm profile
FINTRXOverview
UBS Asset Management (US) Inc. is listed as a corporate entity classified in FINTRX as an investment bank. Ownership is recorded as a mix of a domestic entity and individual interests. The profile shows the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Specific business and advisory activities were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Paula Olenskyj
Deputy Chief Compliance OfficerCRD 2080946
Leesa Merrill
Chief Compliance OfficerCRD 4795016
Contacts
3 of 132
Diane Lillis
Executive DirectorCRD 5179539
Jeffrey Hans
Senior Portfolio StrategistCRD 4032912
Joseph Daly
DirectorCRD 4205791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1285 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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