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Richard Michael Sajkoski
Corporate Officer/Principal at
United Asset Strategies, Inc.
Profile
Mr. Richard M.
Sajkoski is the Managing Director of Client Development at United Asset Strategies, Inc. He joined the firm in 2011 as a Portfolio Manager and Investment Counselor.
His career in the financial services industry spans 25 years and his experience includes: financial counseling, underwriting, trading, institutional bond sales to mutual funds, and the development of arbitrage hedging strategies for a fixed income trading desk.
From 1993 to 2005, Mr. Sajkoski was a Vice President of Trading at a major broker/dealer where he specialized in fixed income.
From 2006 to 2011, he served as a Vice President and Branch Manager of a major global bank.
Mr. Sajkoski received his Bachelor of Science in Economics from US Military Academy.
Richard Michael Sajkoski active positions
| Companies | Position | Start |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Corporate Officer/Principal | 2024-12-31 |
Former positions of Richard Michael Sajkoski
| Companies | Position | End |
|---|---|---|
Citigroup Asset Management
 Citigroup Asset Management Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 2010-12-30 |
David Lerner Associates, Inc.
 David Lerner Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2005-06-29 |
CIBC World Markets Corp. (Old)
 CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Corporate Officer/Principal | 1992-12-30 |
Training of Richard Michael Sajkoski
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
72
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
CIBC World Markets Corp. (Old)
CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Finance |
Citigroup Asset Management
Citigroup Asset Management Investment ManagersFinance Provides investment advice | Finance |
David Lerner Associates, Inc.
David Lerner Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
US Military Academy
 US Military Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Finance |
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