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Kevin McDevitt
Portefeuillebeheerder-Aandelen bij
UBS Financial Services, Inc.
Profiel
Mr. Kevin J.
McDevitt is a Senior Vice President of Wealth Management at UBS Financial Services, Inc. He has over 30 years of experience working with affluent families, business owners, and corporate executives.
He joined UBS Financial Services, Inc in 1987 through its predecessor companies, Kidder Peabody and PaineWebber.
He received his undergraduate degree from Butler University and an MBA from the University of Detroit Mercy.
He is a Certified Financial Planner (CFP), a Certified Private Wealth Advisor (CPWA), a Certified Exit Planning Advisor (CEPA), and is a member of the Investment & Wealth Institute, formally IMCA.
Actieve functies van Kevin McDevitt
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-09-1987 |
Eerdere bekende functies van Kevin McDevitt
| Bedrijven | Functie | Einde |
|---|---|---|
Kidder Peabody
 Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | 31-12-1994 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 31-12-1999 |
Opleiding van Kevin McDevitt
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
96
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
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 |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Butler University
 Butler University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Detroit Mercy
 University of Detroit Mercy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
