Nicole M. DeKelaita
Geen lopende functies
Profiel
Ms. Nicole M.
DeKelaita is a Senior Associate at Atlantic Trust Private Wealth Management.
Prior to that, she served as an asset management intern with UBS and a mortgage banking intern with Parkside Lending LLC.
She works closely with portfolio managers to conduct client reviews and coordinate the production of client meeting books and presentation materials.
She is committed to providing exceptional client service and helping grow Atlantic Trust's business.
Ms. DeKelaita recently graduated from the University of California, Davis.
Eerdere bekende functies van Nicole M. DeKelaita
| 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 | - |
Parkside Lending LLC
 Parkside Lending LLC Finance/Rental/LeasingFinance Parkside Lending LLC provides wholesale mortgage loans. It offers first-time homebuyer programs, adjustable rate, conventional, FHA and non-QM loans. The company was founded by Matthew James Ostrander in 2004 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Corporate Officer/Principal | - |
Opleiding van Nicole M. DeKelaita
| University of California, Davis | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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 |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Parkside Lending LLC
Parkside Lending LLC Finance/Rental/LeasingFinance Parkside Lending LLC provides wholesale mortgage loans. It offers first-time homebuyer programs, adjustable rate, conventional, FHA and non-QM loans. The company was founded by Matthew James Ostrander in 2004 and is headquartered in San Francisco, CA. | Finance |
