UBS Financial Services Inc - Add Relationship - LittleSis

Relationships Interlocks Giving Data

Leadership & Staff

1 / 2

Roberto Fortuño

• broker ('97→?)

Richard Figueroa VP and Senior Advisor at UBS Services

• First Vice President

Richard Fister

• Senior Vice President - Wealth Management

Tara C Corrigall Director of advisory and brokerage services at the Virginia Beach branch of UBS

• Financial Advisor and Director of Advisory and Brokerage Services ('87→?)

Jason Chandler

• CEO

Ronald C Fleischman Stock broker

• Investment Adviser (Jul 16 '02→?)

W Jeffrey Carlton Senior Vice President, Investments, UBS Financial Services

• SVP, investments

Jose M Rivera UBS financial advisor

• Senior member of the JMR Wealth Management Group ('09→?)

Paula D Polito Global Client Strategy Officer, UBS Financial Services, Inc., Wealth management

• Global Client Strategy Officer ('09→?)

Robert J McCann Merrill Lynch; UBS; FINRA

• CEO (Oct 27 '09→?)

Board Members

Carlos Ubiñas

• CEO & president Puerto Rico branch (Sep '89→?)

Robert J Hall Principal, Andesite Holdings

• Executive Director ('00→'05)

Donations

NARAL Minnesota Minnesota NARAL chapter

• Donation/Grant

Child Organizations

UBS Wealth Management USA, Asset Management Arm Privately owned investment manager

• subsidiary

Parents

UBS AG Swiss financial services company

• ultimate parent (Nov 3 '00→?)

UBS Trust Company of Puerto Rico

• affiliate

UBS Americas Inc.

• parent

Updated almost 3 years ago

Types	Organization, Business, Private Company
Start date	1880
Aliases	CRD# 8174, PaineWebber Group Inc., PaineWebber Inc., Wealth Management Americas

Investment Adviser Public Disclosure: 8174