Profile
Mr. Joel E.
Breiter is Senior Vice President at UBS Financial Services, Inc. He is also a Portfolio Manager at UBS Financial Services.
Prior to joining UBS Financial Services in February 1998, Mr. Breiter was employed as Vice President by Donaldson, Lufkin & Jenrette and by Oppenheimer & Co.
Mr. Breiter received his BA in Finance and BS in Psychology from the State University of New York at Albany and his MBA in Taxation from Pace University.
He is a Certified Public Accountant.
Former positions of Joel E. Breiter
| 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. | Portfolio Manager-Equities | - |
Training of Joel E. Breiter
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Pace University
Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State University of New York at Albany
State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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