Everett Weinberger

Portfolio Manager-Equities at

UBS Financial Services, Inc.

Finance

Consumer Services

Profile

Mr. Everett Weinberger is a Managing Director of Wealth Management at UBS Financial Services, Inc. He has over 35 years of experience advising clients.
Prior to joining UBS in 2011, he worked at Merrill Lynch Wealth Management for over 10 years.
Before that, he was an investment banker at Merrill Lynch, Dillon Read and Deutsche Bank.
He received his undergraduate degree from The Trustees of Columbia University in The City of New York and an MBA from Stanford University.
He is a Certified Financial Planner (CFP), a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also has a Certified Investment Management Analyst (CIMA) designation, which is awarded after completing coursework and examinations at the Wharton School of the University of Pennsylvania.

Everett Weinberger active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2011-10-31

All active positions of Everett Weinberger

Former positions of Everett Weinberger

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2011-10-29
Deutsche Bank Securities, Inc. Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2001-02-27
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Corporate Officer/Principal	1998-01-30
Dillon, Read & Co., Inc. Dillon, Read & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	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
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services	Finance
Deutsche Bank Securities, Inc. Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dillon, Read & Co., Inc. Dillon, Read & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Finance