Roger Eubanks

Market Strategist at

Franklin Street Advisors, Inc.

Finance

Consumer Services

Profile

Mr. Roger C.
Eubanks is a Senior Client Portfolio Strategist at Franklin Street Advisors, Inc. During his tenure with the firm he has been involved with the management of in-house and externally managed equity and balanced portfolios for wealthy families, foundations and endowments to address their specific needs and asset allocation strategy.
Mr. Eubanks has over 20 years experience in the industry.
Mr. Eubanks previously worked for Paine Webber and UBS Financial as a Financial Advisor, focusing on wealth management for high net worth investors.
He is a graduate of the University of North Carolina at Chapel Hill.

Roger Eubanks active positions

Companies	Position	Start
Franklin Street Advisors, Inc. Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates.	Market Strategist	2001-12-31

All active positions of Roger Eubanks

Former positions of Roger Eubanks

Companies	Position	End
PaineWebber, Inc. PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Corporate Officer/Principal	-
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	-

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Education of Roger Eubanks

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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
Franklin Street Advisors, Inc. Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates.	Finance
PaineWebber, Inc. PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services	Finance
The University of North Carolina at Charlotte The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services