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Profiel
John Edward Orcutt worked as a Managing Director of Wealth Management at UBS Financial Services, Inc. from 1991 to 2022.
Prior to that, he held positions as a Principal at Merrill Lynch, Pierce, Fenner & Smith, Inc., Oppenheimer & Co., Inc., Painewebber Group, Inc., and Prudential Bache Securities, Inc. Orcutt received his undergraduate degree from Rutgers State University of New Jersey.
Eerdere bekende functies van John Edward Orcutt
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-01-2022 |
Painewebber Group, Inc.
 Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-02-1984 |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | 01-12-1987 |
Prudential Bache Securities, Inc. | Corporate Officer/Principal | 01-02-1991 |
Opleiding van John Edward Orcutt
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
99
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
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 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Prudential Bache Securities, Inc. | Finance |
