Doran Joseph Adhami
Algemeen Directeur bij United Global Advisors LLC
Profiel
Mr. Doran J.
Adhami is Chief Executive Officer & Principal at United Global Advisors LLC.
He has been a financial advisor to wealthy families and institutional investors for over 15 years.
He co-founded UGA in 2013.
He is also Managing member and Chief Compliance Officer.
In addition to his responsibilities at UGA, he serves as a portfolio manager of the Ace of Swords fund.
Amongst several charitable organizations that he serves, he is a board member and treasurer of The Magbit Foundation, a foundation that provides interest-free student loans to undergraduate and graduate students.
He is also a board member of the Neuro-Muscular Disease foundation.
Mr. Adhami began his wealth management career at Merrill Lynch in 1999.
After spending six years at Merrill Lynch, he joined UBS in 2005.
Mr. Adhami holds a B.A.
in Economics from the University of California at Los Angeles.
He holds the Financial Industry Regulatory Authority Series 7, 63 and 65 licenses.
He also holds an Insurance license.
Actieve functies van Doran Joseph Adhami
| Bedrijven | Functie | Begin |
|---|---|---|
United Global Advisors LLC
 United Global Advisors LLC Investment ManagersFinance United Global Advisors LLC (UGA) is an independent asset management firm headquartered in Beverly Hills, California. The firm was founded by Doran Adhami and Itay Vinik in 2013. UGA provides advice to individual clients that seek diversification of assets through specialized allocation strategies. The firm also provides investment advisory services to pooled investment vehicles. | Algemeen Directeur | 01-01-2013 |
Eerdere bekende functies van Doran Joseph Adhami
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31-12-2004 |
Opleiding van Doran Joseph Adhami
| University of California, Los Angeles | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
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United Global Advisors LLC
United Global Advisors LLC Investment ManagersFinance United Global Advisors LLC (UGA) is an independent asset management firm headquartered in Beverly Hills, California. The firm was founded by Doran Adhami and Itay Vinik in 2013. UGA provides advice to individual clients that seek diversification of assets through specialized allocation strategies. The firm also provides investment advisory services to pooled investment vehicles. | Finance |
| Merrill Lynch & Co., Inc. | 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 |