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Frank Schwall
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Profile
Mr. Schwall has several years of experience in the financial services industry.
He started his career as a financial advisor with PaineWebber, then worked as a regional and divisional director for PaineWebber's asset management firm Mitchell Hutchins.
Frank was then promoted to the position of national sales manager for UBS Global Asset Management.
Most recently, he played a key role in the distribution of Manulife's separate account platform to the independent broker/dealer channel.
Mr. Schwall earned a Bachelor of Science from Baylor University.
Former positions of Frank Schwall
| Companies | Position | End |
|---|---|---|
1st Global Advisors, Inc.
 1st Global Advisors, Inc. Investment ManagersFinance 1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests. | Sales & Marketing | 2010-12-30 |
| BAB, INC. | President | 2007-12-30 |
| MANULIFE FINANCIAL CORPORATION | Corporate Officer/Principal | 2005-12-30 |
UBS Asset Management (Americas) LLC
 UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Sales & Marketing | 2001-12-30 |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Training of Frank Schwall
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
93
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
BAB, Inc.
 BAB, Inc. Food: Specialty/CandyConsumer Non-Durables Operates, franchises and licenses bagel & muffin retail units | Consumer Non-Durables |
Manulife Financial Corp.
 Manulife Financial Corp. Life/Health InsuranceFinance Provides life, health insurance, annuities, pension, reinsurance and wealth management services | Finance |
1st Global Advisors, Inc.
1st Global Advisors, Inc. Investment ManagersFinance 1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests. | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Baylor University
 Baylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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