Doran Joseph Adhami

Chief Executive Officer at

United Global Advisors LLC

Finance

Consumer Services

Profile

Mr. Doran J.
Adhami is Chief Executive Officer & Principal at United Global Advisors LLC.
He has been a financial advisor to wealthy families and institutional investors for over 15 years.
He co-founded UGA in 2013.
He is also Managing member and Chief Compliance Officer.
In addition to his responsibilities at UGA, he serves as a portfolio manager of the Ace of Swords fund.
Amongst several charitable organizations that he serves, he is a board member and treasurer of The Magbit Foundation, a foundation that provides interest-free student loans to undergraduate and graduate students.
He is also a board member of the Neuro-Muscular Disease foundation.
Mr. Adhami began his wealth management career at Merrill Lynch in 1999.
After spending six years at Merrill Lynch, he joined UBS in 2005.
Mr. Adhami holds a B.A. in Economics from the University of California at Los Angeles.
He holds the Financial Industry Regulatory Authority Series 7, 63 and 65 licenses.
He also holds an Insurance license.

Doran Joseph Adhami active positions

Companies	Position	Start
United Global Advisors LLC United Global Advisors LLC Investment ManagersFinance UGA employs fundamental analysis, technical analysis, and cyclical analysis as their primary methods for analyzing securities to achieve the investment objectives and goals of their client portfolios.	Chief Executive Officer	2012-12-31

All active positions of Doran Joseph Adhami

Former positions of Doran Joseph Adhami

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	-
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	2004-12-30

See the detail of Doran Joseph Adhami's experience

Training of Doran Joseph Adhami

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Doran Joseph Adhami's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	4
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 California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
United Global Advisors LLC United Global Advisors LLC Investment ManagersFinance UGA employs fundamental analysis, technical analysis, and cyclical analysis as their primary methods for analyzing securities to achieve the investment objectives and goals of their client portfolios.	Finance