![Brian J. Ward](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>)
Profile
Prior to joining Chartwell, Mr. Ward was Executive Director of Institutional Consulting at UBS Financial Services from 2006 to June 2007.
From 1995 to 2006, he was employed by Smith Barney Consulting Group as a Senior Vice President and Divisional Sales Director where he was responsible for sales and training support for over 3,000 financial advisors.
Mr. Ward earned a Bachelor's degree in Business Administration and an MBA from the University of Delaware.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Philadelphia.
He also holds the CIMA designation.
Former positions of Brian J. Ward
| Companies | Position | End |
|---|---|---|
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. | Corporate Officer/Principal | 2007-06-29 |
Training of Brian J. Ward
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
69
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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