![James Dobson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Dobson
Analyst-Equity bij
UBS Financial Services, Inc.
Profiel
James Lane Dobson is currently Executive Director at UBS Financial Services, Inc., a position held since 2016.
Formerly, Mr. Dobson was Director of Equity Research at B. Riley Wealth Management, Inc. from 2009 to 2016.
Prior roles include Equity Analyst at Deutsche Bank Securities, Inc. in 2003, Analyst at Smith Barney Asset Management in 1993, Analyst at Donaldson, Lufkin & Jenrette Securities Corp.
in 1999, and Principal at PaineWebber, Inc. in 1992.
Education includes an undergraduate degree from The Catholic University of America, conferred in 1988.
Actieve functies van James Dobson
| 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. | Analyst-Equity | 01-05-2016 |
Eerdere bekende functies van James Dobson
| Bedrijven | Functie | Einde |
|---|---|---|
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services | Directeur van Onderzoek - Eigen Vermogen | 01-04-2016 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30-12-2003 |
Donaldson, Lufkin & Jenrette Securities Corp.
 Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Analyst-Equity | 30-12-1999 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Analyst-Equity | 30-12-1993 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 30-12-1992 |
Opleiding van James Dobson
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
100
+
Eerstegraads connecties
7
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
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 |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
The Catholic University of America
 The Catholic University of America Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
